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