Our Process

Pre-Discovery/Discovery Meeting

• Share what you are looking for in an advisory relationship
• Learn about who we are and how we work with our clients
• Tell us about your values, your family and your goals
• Find out if Avier could be a good fit for you

Planning Meeting

• Show you our customized financial plan for you based on the information you have shared
• Educate you on Avier’s investment philosophy
• Give you everything you need to make an informed decision about working with us

Implementation Meeting

• Complete onboarding process, including signing the Investment Management Agreement and other documents
• Begin implementing your customized plan
• Discuss coordination with outside professionals (CPA, estate attorney, etc.)

Ongoing Relationship

• Meet regularly to review and update financial plan
• Analyze and rebalance portfolio
• Continue implementing tax optimization strategies