Established in 2013, we came together to build AVID Planning with a passion for people and getting to know them beyond their wealth.

We focus on the “why” behind your goals, not just the “what.” We work as a team to help build your wealth with a program tailored to your unique situation and relationship with money.

But that’s just the beginning…

We’re not just going to give you a plan and send you on your way. We’ll continue to collaborate with you to ensure the recommended steps achieve the results you want.