Work with Avier
Improving the Financial Lives of Tech Professionals
Feel confident about your finances. Take control of your taxes. Decide when work becomes optional.
It Starts With You
You need comprehensive financial expertise. Prospective clients typically need help with:
Navigating Complex Employer Benefits:
- Restricted Stock Units (RSUs)
- Stock Options
- Deferred Compensation Plan (DCP)
- 401(k) / Mega Backdoor Roth
Establishing a Financial Plan
- Tax planning
- Retirement planning
- Compensation planning
- Estate planning
- Charitable giving plan
Working With Us
We are upfront and transparent about our fee structure. Our comprehensive financial planning fee is calculated based on a percentage of assets under management.
Our annual fee begins at $10,000 and is billed quarterly. Our hands-on calculator allows you to input estimated assets and calculate your approximate fee.
A Process Designed For You
When you meet with an advisor, they will guide you through each step of the process.
We approach every meeting with the same goal, which is to help you determine what is best for your situation.
1 – Introductory Call
We’re excited to meet you!
On this call, we’ll get to know each other. We’ll answer your questions and outline our process.
Our goal is to collaboratively decide on the next steps – whether that is moving on to the discovery meeting or providing you with resources to find what is best for you.
30-minute virtual call.
2 – Discovery Meeting
Share your story.
Tell us about you, your family, and your values. We want to hear what you envision for your future. Your responses will guide our detailed analysis of recommendations in our upcoming meeting.
The outcome for the meeting is to learn about what matters most to you and to explain expectations for the planning meeting.
60-minute virtual or in-person meeting.
3 – Planning Meeting
Your next steps.
Using what we have learned in the discovery meeting, we will present a customized plan that aligns your money with your life and values. We’ll discuss strategies to help you make progress towards your long-term objectives.
After this meeting we want you to walk away with a solid understanding of what it would be like to work with Avier.
60-minute virtual or in-person meeting.
4 – Implementation Meeting
Welcome to Avier!
Once you sign the Investment Management Agreement, we will fine tune and implement the financial planning strategy discussed with you. We keep the paperwork simple and streamlined during the account opening process.
At the end of this meeting, we want to ensure you are fully integrated with your Avier team.
Your Plan
We tailor every aspect of our services towards your long-term financial well-being.
FINANCIAL PLANNING
Define goals to support your success.
BENEFITS & COMPENSATION
Develop your cashflow and savings plan.
TAX
STRATEGIES
We proactively work to reduce your tax bill.
INVESTMENT PLANNING
Align your portfolio with your goals.
INSURANCE PLANNING
Safeguard your family and assets.
ESTATE PLANNING
Share assets with your loved ones and causes.
Meet Your Lead Advisor
Aaren Strand,
CFP®
Alex Castaneda,
CFP®
Alex Krider,
CFP®, EA, MBA
Angela Sorensen,
CFP®, ECA, MBA
Lars Phillips,
CFA, CFP®
Nick Wright,
CFA, CFP®
Saloni Gupta,
CFP®
Explore What’s Best for you – Let’s Talk
Schedule a 30-minute call with an Advisor.
If what we outlined above sounds like you, we encourage you to schedule a 30-minute video call. You will meet with one of our Advisors to learn how might be able to work together.
Schedule a Consultation
To help us point you in the right direction, please let us know who you work for.
We work with many tech professionals in the PNW and have listed a few companies below. If you are retired or don’t see your employer, select the appropriate option.
You’ll be able to schedule time with an advisor on the next screen.
Have Questions, but not Ready to Meet with an Advisor?
Videos and Blogs for Tech Professionals
You’ll find detailed articles that explain employee benefits offered at Microsoft, Amazon, Meta, NVIDIA, and Nike. We also share helpful articles on financial planning, taxes, estate planning, and more.
Let’s Stay Connected
READY TO GET STARTED?
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.