AVH L.E.A.D. Planning Process
We initially spend a few minutes over the telephone getting to know each other. After that, if there is a comfort level on your part and we are able to bring value to your financial affairs we would set up a meeting.
- We’ll work closely with you to understand
your goals, values, current financial status,
income needs and the future you imagine
- We’ll develop a written plan or proposal
that will be presented to you, outlining
recommended income, strategies and
benchmarks we’ll measure.
- We will select the tools and resources
needed to implement your strategy and to
help meet your unique needs and goals.
- We’ll regularly review the progress of your
plan against benchmarks and changes in
your life, then make adjustments as needed.
We believe in giving each of our clients the opportunity to meet with us on a regular basis. There is no additional cost for these reviews and they are meant to be a chance for catching up on your finances and an opportunity to review your investments.
We send out E-Newsletters with updates about our practice, money saving tips, financial planning ideas and real world situations. These E-Newsletters are for your benefit so if there is a specific topic you would like us to address please let us know.
With our contact management system we have the ability to systematically schedule periodic catching up telephone calls, emails or letters. You can expect to hear from us at random times during the year “just to see how you are doing”. It’s important we stay in regular contact with each other to stay abreast of changes in your life and to keep you updated on your investment accounts.