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Our Process

Our Process

Our team of professionals has developed The Aventurine Method. This time-tested and high-touch process focuses on individuals, families and business owners. Our goal is to help you put the pieces of your financial puzzle together so you can spend more time focusing on what matters to you.

Our Fees

Our Fees

We get these questions a lot, "How much do you cost?" or "What are your fees?". Click the link below to see our three transparent options and what you can expect when working with us and our process.

Meet Our Team

Michelle Quay

Michelle Quay

Financial Advisor & CEO

Michelle's Story
Evan Bethards

Evan Bethards

Associate Advisor

Evan's Story
Kristy Riley

Kristy Riley

Client Services Manager

Kristy's Story

Insights from Aventurine Wealth

<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
Learn More
<p>Insuring Your Second Home</p>

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Learn More

Have a question about our process?

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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