Avalon Wealth Advisory

Initial meetings

Normally we engage in two or three initial meetings at no cost or commitment to become acquainted with potential clients and understand their financial expectations. Once an initial assessment is made, we determine whether to proceed with a formalized relationship. At this point, a service proposal and cost structure are described.

 

FINANCIAL BLUeprint

During the initial stages of our relationship, all efforts are focused on developing a financial blueprint for the next three to five years. This blueprint helps identify the client's goals and objectives and helps the Avalon team determine our starting point regarding:

• Assets and Liabilities
• Income and Expenses
• Investments
• Wills and Trusts
• Insurance, etc.

specific recommendations

Then, very specific recommendations are made that would touch on all of these issues.

Checklist

Finally, a checklist of items to be accomplished is included.