Easy, Flexible, and Designed Around You
Whether you have a quick question or want a deeper discussion about your portfolio, booking a time with Avi is simple and convenient. Choose the meeting type that works best for you — by phone or secure video — and get personalized support without disrupting your day.
How It Works
Booking is quick and easy:
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Select your preferred meeting length and format.
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Pick a date and time that suits your schedule.
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Receive a confirmation email with all the details.
Meeting Options
15-Minute Phone Call
Prefer a quick phone chat? Book under this option to connect with Avi by phone instead of Zoom or Teams. Perfect for brief questions or clarifications.
15-Minute Video Meeting
A brief, focused video conversation to address specific questions or provide quick guidance. Ideal for targeted discussions, but not intended as a full portfolio review.
60-Minute Meeting
A detailed review of your Assante investment portfolio, with time to discuss your questions and next steps.
Preparing for Your Meeting
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Have your recent statements or relevant documents handy for portfolio reviews.
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For 15-minute calls, jot down your key questions to make the most of our time.
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Ensure your video meeting setup (Zoom or Teams) is ready before the call.
Need More Information?
If you’re new to working with Avi, learn more about his approach on the Your First Plan page, or explore our FAQs for quick answers.
Privacy Notice: Your personal information will not be distributed, sold, or traded – it will remain strictly confidential, it will only be used for the purpose for which it was provided, and will not be added to any e-marketing lists. Read privacy notice for more information on Assante’s commitment to privacy and responsible use of information.