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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.

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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.

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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>Social Security Benefits: How Much Will I Receive</p>

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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<p>Federal Income Tax</p>

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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<p>Replacing Your Medicare Card</p>

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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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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