{"id":56,"date":"2026-10-27T19:56:39","date_gmt":"2026-10-27T19:56:39","guid":{"rendered":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/services\/"},"modified":"2026-10-27T19:57:59","modified_gmt":"2026-10-27T19:57:59","slug":"services","status":"publish","type":"page","link":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/services\/","title":{"rendered":"Services"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"56\" class=\"elementor elementor-56\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7a5f9ea e-con-full e-flex e-con e-parent\" data-id=\"7a5f9ea\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4e9da41 elementor-widget elementor-widget-averline-page-hero\" data-id=\"4e9da41\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-page-hero.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<section class=\"av-phero\"><div class=\"av-wrap\"><nav class=\"av-crumbs\" aria-label=\"Breadcrumb\"><a href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/\">Home<\/a><span>\/<\/span><span>Services<\/span><\/nav><div class=\"av-phead\"><div><span class=\"av-kicker\"><i><\/i>Services<\/span><h1 class=\"av-d-xl\"><span class=\"av-ink\">Planning, investing&nbsp;and<\/span><span class=\"av-mute\">finance leadership under one&nbsp;roof.<\/span><\/h1><\/div><p class=\"av-lead\">Choose one service or combine them. Every client gets a written plan and a lead advisor.<\/p><\/div><\/div><\/section>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<section class=\"elementor-element elementor-element-6715050 e-con-boxed av-sec e-flex e-con e-parent\" data-id=\"6715050\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c7e88ed elementor-widget elementor-widget-averline-service-stack\" data-id=\"c7e88ed\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-service-stack.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-stack\"><a class=\"av-scard\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/es\/services\/planeacion-patrimonial\/\"><div class=\"av-txt\"><span class=\"av-tag\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"m16.24 7.76-1.804 5.411a2 2 0 0 1-1.265 1.265L7.76 16.24l1.804-5.411a2 2 0 0 1 1.265-1.265z\" \/><circle cx=\"12\" cy=\"12\" r=\"10\" \/><\/svg><span>Familias y profesionistas con $500K a $10M en activos<\/span><\/span><h3>Planeaci\u00f3n patrimonial<\/h3><p>Un plan que puede leer en una tarde y usar durante una d\u00e9cada: flujo de efectivo, metas, seguros, educaci\u00f3n y retiro en un solo documento.<\/p><div class=\"av-chips\"><span>Plan por escrito, renovado cada a\u00f1o<\/span><span>Flujo de efectivo y ahorro mensual<\/span><span>Revisi\u00f3n de seguros y riesgos<\/span><\/div><span class=\"av-btn av-btn-dark\">Explore the service<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/span><\/div><div class=\"av-ph\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"533\" src=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1-1024x682.webp\" class=\"attachment-large size-large\" alt=\"Planeaci\u00f3n patrimonial\" loading=\"lazy\" srcset=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1-1024x682.webp 1024w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1-300x200.webp 300w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1-768x512.webp 768w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1.webp 1400w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/a><a class=\"av-scard\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/services\/wealth-planning\/\"><div class=\"av-txt\"><span class=\"av-tag\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"m16.24 7.76-1.804 5.411a2 2 0 0 1-1.265 1.265L7.76 16.24l1.804-5.411a2 2 0 0 1 1.265-1.265z\" \/><circle cx=\"12\" cy=\"12\" r=\"10\" \/><\/svg><span>Families and professionals with $500K to $10M in assets<\/span><\/span><h3>Wealth planning<\/h3><p>A plan you can read in an evening and use for a decade: cash flow, goals, insurance, education and retirement in one document.<\/p><div class=\"av-chips\"><span>A written plan, renewed every year<\/span><span>Cash flow and savings targets by month<\/span><span>Insurance and risk review<\/span><\/div><span class=\"av-btn av-btn-dark\">Explore the service<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/span><\/div><div class=\"av-ph\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"533\" src=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1-1024x682.webp\" class=\"attachment-large size-large\" alt=\"Wealth planning\" loading=\"lazy\" srcset=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1-1024x682.webp 1024w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1-300x200.webp 300w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1-768x512.webp 768w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv1.webp 1400w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/a><a class=\"av-scard\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/es\/services\/gestion-de-inversiones\/\"><div class=\"av-txt\"><span class=\"av-tag\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M3 3v16a2 2 0 0 0 2 2h16\" \/><path d=\"m19 9-5 5-4-4-3 3\" \/><\/svg><span>Clientes con $750K o m\u00e1s para invertir<\/span><\/span><h3>Gesti\u00f3n de inversiones<\/h3><p>Portafolios de fondos de bajo costo, rebalanceados con reglas y ubicados cuenta por cuenta para conservar m\u00e1s de lo que ganan despu\u00e9s de impuestos.<\/p><div class=\"av-chips\"><span>Pol\u00edtica de inversi\u00f3n por escrito<\/span><span>Ubicaci\u00f3n fiscal de activos<\/span><span>Cosecha de p\u00e9rdidas fiscales<\/span><\/div><span class=\"av-btn av-btn-dark\">Explore the service<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/span><\/div><div class=\"av-ph\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"533\" src=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2-1024x682.webp\" class=\"attachment-large size-large\" alt=\"Gesti\u00f3n de inversiones\" loading=\"lazy\" srcset=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2-1024x682.webp 1024w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2-300x200.webp 300w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2-768x512.webp 768w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2.webp 1400w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/a><a class=\"av-scard\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/services\/investment-management\/\"><div class=\"av-txt\"><span class=\"av-tag\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M3 3v16a2 2 0 0 0 2 2h16\" \/><path d=\"m19 9-5 5-4-4-3 3\" \/><\/svg><span>Clients with $750K or more to invest<\/span><\/span><h3>Investment management<\/h3><p>Portfolios of low-cost funds, rebalanced with rules, placed account by account to keep more of what they earn after tax.<\/p><div class=\"av-chips\"><span>Investment policy statement<\/span><span>Tax-aware asset location<\/span><span>Tax-loss harvesting<\/span><\/div><span class=\"av-btn av-btn-dark\">Explore the service<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/span><\/div><div class=\"av-ph\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"533\" src=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2-1024x682.webp\" class=\"attachment-large size-large\" alt=\"Investment management\" loading=\"lazy\" srcset=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2-1024x682.webp 1024w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2-300x200.webp 300w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2-768x512.webp 768w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv2.webp 1400w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/a><a class=\"av-scard\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/es\/services\/planeacion-fiscal\/\"><div class=\"av-txt\"><span class=\"av-tag\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M4 2v20l2-1 2 1 2-1 2 1 2-1 2 1 2-1 2 1V2l-2 1-2-1-2 1-2-1-2 1-2-1-2 1Z\" \/><path d=\"M16 8h-6a2 2 0 1 0 0 4h4a2 2 0 1 1 0 4H8\" \/><path d=\"M12 17.5v-11\" \/><\/svg><span>Personas de altos ingresos, empresarios y retirados<\/span><\/span><h3>Planeaci\u00f3n fiscal<\/h3><p>Planeamos el a\u00f1o antes de que termine: el momento de los ingresos, las conversiones Roth, los donativos y los pagos estimados, en coordinaci\u00f3n con quien prepara su declaraci\u00f3n.<\/p><div class=\"av-chips\"><span>Proyecci\u00f3n fiscal a varios a\u00f1os<\/span><span>An\u00e1lisis de conversiones Roth<\/span><span>Estrategia de donativos<\/span><\/div><span class=\"av-btn av-btn-dark\">Explore the service<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/span><\/div><div class=\"av-ph\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"533\" src=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3-1024x682.webp\" class=\"attachment-large size-large\" alt=\"Planeaci\u00f3n fiscal\" loading=\"lazy\" srcset=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3-1024x682.webp 1024w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3-300x200.webp 300w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3-768x512.webp 768w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3.webp 1400w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/a><a class=\"av-scard\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/services\/tax-planning\/\"><div class=\"av-txt\"><span class=\"av-tag\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M4 2v20l2-1 2 1 2-1 2 1 2-1 2 1 2-1 2 1V2l-2 1-2-1-2 1-2-1-2 1-2-1-2 1Z\" \/><path d=\"M16 8h-6a2 2 0 1 0 0 4h4a2 2 0 1 1 0 4H8\" \/><path d=\"M12 17.5v-11\" \/><\/svg><span>High earners, business owners and retirees<\/span><\/span><h3>Tax planning<\/h3><p>We plan the year before it ends: income timing, Roth conversions, charitable giving and estimated payments, coordinated with your preparer.<\/p><div class=\"av-chips\"><span>Multi-year tax projection<\/span><span>Roth conversion analysis<\/span><span>Charitable giving strategy<\/span><\/div><span class=\"av-btn av-btn-dark\">Explore the service<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/span><\/div><div class=\"av-ph\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"533\" src=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3-1024x682.webp\" class=\"attachment-large size-large\" alt=\"Tax planning\" loading=\"lazy\" srcset=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3-1024x682.webp 1024w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3-300x200.webp 300w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3-768x512.webp 768w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/sv3.webp 1400w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/a><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-8615ef5 e-con-boxed av-sec av-on-deep e-flex e-con e-parent\" data-id=\"8615ef5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-26f11d2 elementor-widget elementor-widget-averline-section-head\" data-id=\"26f11d2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-section-head.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-head\"><div><span class=\"av-kicker\"><i><\/i>Who we serve<\/span><h2 class=\"av-d-l\"><span class=\"av-ink\">Built for&nbsp;three<\/span><span class=\"av-mute\">kinds of&nbsp;clients.<\/span><\/h2><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be3eb6e elementor-widget elementor-widget-averline-points\" data-id=\"be3eb6e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-points.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-pts av-three\"><div class=\"av-pt\"><span class=\"av-n\">01<\/span><h3>Families and professionals<\/h3><p>Physicians, executives and retirees who want one plan for saving, investing, taxes and giving.<\/p><\/div><div class=\"av-pt\"><span class=\"av-n\">02<\/span><h3>Business owners<\/h3><p>Owners who need a CFO&#039;s view of the company and a plan for the day they sell it.<\/p><\/div><div class=\"av-pt\"><span class=\"av-n\">03<\/span><h3>Bilingual households<\/h3><p>Families with ties to Mexico and Latin America who want advice in Spanish and English.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-c05129b e-con-boxed av-sec e-flex e-con e-parent\" data-id=\"c05129b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-23e3af4 elementor-widget elementor-widget-averline-section-head\" data-id=\"23e3af4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-section-head.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-head\"><div><span class=\"av-kicker\"><i><\/i>How it works<\/span><h2 class=\"av-d-l\"><span class=\"av-ink\">One&nbsp;process<\/span><span class=\"av-mute\">for every&nbsp;service.<\/span><\/h2><\/div><a class=\"av-btn av-btn-dark\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/approach\/\">See our approach<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/a><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-364f52d elementor-widget elementor-widget-averline-timeline\" data-id=\"364f52d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-timeline.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-timeline\"><div class=\"av-step\"><i class=\"av-dot\" aria-hidden=\"true\"><\/i><small>Weeks 1\u20132<\/small><h3>Discover<\/h3><p>We learn your goals, gather statements and map every account, policy and obligation.<\/p><\/div><div class=\"av-step\"><i class=\"av-dot\" aria-hidden=\"true\"><\/i><small>Weeks 3\u20135<\/small><h3>Plan<\/h3><p>You receive a written plan with each recommendation, what it costs and why we make it.<\/p><\/div><div class=\"av-step\"><i class=\"av-dot\" aria-hidden=\"true\"><\/i><small>Weeks 6\u20138<\/small><h3>Implement<\/h3><p>We open and move accounts, coordinate with your CPA and attorney and set up reporting.<\/p><\/div><div class=\"av-step\"><i class=\"av-dot\" aria-hidden=\"true\"><\/i><small>Every year<\/small><h3>Review<\/h3><p>Two full reviews a year, a tax projection each fall and a call whenever life changes.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-17a6b32 e-con-full e-flex e-con e-parent\" data-id=\"17a6b32\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-eaa7e09 elementor-widget elementor-widget-averline-cta-band\" data-id=\"eaa7e09\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-cta-band.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<section class=\"av-cta\"><img loading=\"lazy\" decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw.webp\" class=\"attachment-full size-full\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw.webp 1672w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-300x169.webp 300w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-1024x576.webp 1024w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-768x432.webp 768w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-1536x864.webp 1536w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/><div class=\"av-wrap\"><div><span class=\"av-kicker\"><i><\/i>First conversation<\/span><h2 class=\"av-d-l\"><span class=\"av-ink\">Every plan starts&nbsp;with<\/span><span class=\"av-mute\">one honest conversation.<\/span><\/h2><p class=\"av-lead\">Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.<\/p><\/div><div class=\"av-book av-glass\"><h4>Choose a time this week<\/h4><div class=\"av-slot\"><span>Tue \u00b7 Oct 27<\/span><span>10:00 am<\/span><\/div><div class=\"av-slot av-on\"><span>Wed \u00b7 Oct 28<\/span><span>2:30 pm<\/span><\/div><div class=\"av-slot\"><span>Thu \u00b7 Oct 29<\/span><span>9:00 am<\/span><\/div><a class=\"av-btn av-btn-mint\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/book\/\">Request this time<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/a><\/div><\/div><\/section>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Wealth planning, investment management, tax planning, retirement, exit planning and fractional CFO services.<\/p>\n","protected":false},"author":0,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-56","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages\/56","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/types\/page"}],"replies":[{"embeddable":true,"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/comments?post=56"}],"version-history":[{"count":4,"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages\/56\/revisions"}],"predecessor-version":[{"id":200,"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages\/56\/revisions\/200"}],"wp:attachment":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/media?parent=56"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}