At Avondale, our process is designed to be thoughtful, clear, and focused on what matters most to you.
Our objective is to advocate and coordinate with your and your team of financial professionals. Each step helps us better understand your financial life - and how to align it with your goals and values.
Exploratory Call (30 minutes)
This introductory phone call is a chance for us to get to know each other. We'll briefly discuss your goals and financial situation, and determine whether there's a mutual fit to move forward.
Discovery Meeting
In this in-depth conversation, we take time to understand your full financial picture - including your priorities, concerns, and values. This meeting forms the foundation of everything we do together.
Information Gathering
We will collect important financial documents, statements, and data to ensure we have everything required for a complete evaluation.
Initial Findings Meeting
We share a summary of our observations, highlight key insights, and identify potential planning opportunities based on your current financial situation.
Mutual Commitment Meeting
Here, we present your customized investment strategy and walk you through the process of moving forward - including next steps for account transitions and setting the plan in motion.
Implementation Meeting
We review your full financial plan, incorporating input from your trusted professionals – or ours – on advanced planning areas such as estate planning, risk management, tax strategy, and liability coverage. This is where everything starts coming together.
Ongoing Progress Meetings
We meet regularly to review your progress, make adjustments as needed, and work to make sure your plan continues to support your evolving goals and life changes.
