Our Process AVH L.E.A.D. Planning ProcessThe L.E.A.D. Initiative starts with listening to our clients and prospects. Our advisors treat each relationship with the heart of a teacher, listening and learning from each other allows for a client-advisor partnership that provides well-crafted and meaningful solutions.ListenWe'll work closely with you to understand your goals,values, current financial status, income needs and thefuture you imagine for yourself.EducateWe'll develop a written plan or proposal that will bepresented to you, outlining recommended income,strategies, and benchmarks we'll measure.AdviseWe will select the tools and resources needed toimplement your strategy and to help meet yourunique needs and goalsDeliverWe'll regularly review the progress of your planagainst benchmarks and changes in your life,then make adjustments as needed.Early On In The relationshipWhere and when are meetings heldYour houseOne of our officesCentral location such as coffee shop or restaurantDuring the day, evening or Saturday’sOngoing SupportReviewsWe 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.E-NewslettersWe 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.Catching upWith 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.