THANK YOU!
Your Quarterly Check-In is Scheduled
Key Areas We Will Cover:
Portfolio & Model Performance
We’ll review your portfolio’s performance and discuss new strategies or models that might be applicable.
Personal Risk Tolerance Review
We’ll assess whether your current investments align with your risk tolerance, making adjustments as needed.
Household Info & Life Changes
We’ll confirm that your household information is up to date and review any significant life changes since our last meeting.
Account Features & New Services
We’ll guide you through essential account features and introduce you to our latest wealth management services.
Here's What to Expect in an Avalon Quarterly Check-In...
Your quarterly check-in provides an opportunity to ensure that your portfolio aligns with any recent life changes and continues to support your long-term lifestyle and financial goals.
We aim to keep you focused on the bigger, long-term picture, without getting distracted by short-term market fluctuations or media noise that may derail your investments.
Our check-in will be focused on a few key areas that will continue to strengthen and protect your investments.
