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About
Process
Values
Strategy
Team
Dimensional
Women & Wealth
Blog
Contact
Resources
Microsoft Deferred Compensation Plan
From Buttons to Bucks and Back Again
Leveling The Playing Field and Tackling Financial Challenges for Women
Diversification – Own the Market and Reduce Risk
Can The Traditional Indexing Approach Be Improved Upon?
The News Keeps Getting Worse For Actively Managed Funds
Dimensional Fund Advisors
We specialize in Dimensional Funds. Learn more.
Women & Investing
We are firmly committed to serving the needs of women who desire a collaborative partnership with a financial advisor.
Our Process
Pre-Discovery Meeting
Explore why you’re looking for a financial advisor
Share what you’re looking for in an advisory relationship
Examine areas where we can add value to your financial situation
Determine your decision-making process and timeline
DISCOVERY MEETING
Learn more about you and your family
Identify your short-term and long-term goals
Review account statements
Introduce the Avier philosophy
PLANNING MEETING
Begin development of financial plan
Identify risk tolerance and risk capacity
Discuss portfolio allocation and investment philosophy
Explore potential partnership and set mutual expectations
IMPLEMENTATION MEETING
Complete onboarding process, including signing the Investment Management Agreement and other documents
Present financial plan and customized investment strategy
Coordinate with outside professionals (CPA, estate attorney, etc.)
Set up client online access
ONGOING RELATIONSHIP
Regular meetings and communication
Review and update financial plan
Analyze and rebalance portfolio
Implement tax optimization strategies