GETTING STARTED

Schedule a 30-minute call

We look forward to meeting you!

Find a time to meet on the calendar below:

Our Process

Introductory Call

On this 30-minute call, the priority is to:

• Get to know one another.
• Answer your questions and outline our process.
• Decide together on the best next steps – moving forward or providing you with helpful resources.

Discovery Meeting

During this 60-minute meeting we will:

• Hear you share your story and vision for the future.
• Learn what matters most to you.
• Explain the next steps.

Planning Meeting

Our goal for this 60-minute meeting is to:

• Help you realize what working together looks like.
• Present a customized plan with analysis and recommendations.
• Discuss strategies to help achieve your objectives.

Implementation Meeting

At this 60-minute meeting we will:

• Fully integrate you with your Avier team.
• Take care of the paperwork.
• Begin implementing your financial plan.

Meet Our Advisors