Our Process

Pre-Discovery/Discovery Meeting

Step 1: 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

Step 2: Financial Planning
  • 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

Step 3: Implementation
  • 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

Step 4: Ongoing Advice
  • Meet regularly to review and update financial plan
  • Analyze and rebalance portfolio
  • Continue implementing tax optimization strategies

Interested in Learning More? We'd Enjoy Meeting You.