Sure, we’re financial planners. But we’re also much more. We take a broad-based approach to planning your finances, offering strategies and advice that go beyond investments, and helping you make decisions that are right for you.
Our personalized planning process is specifically designed to identify your goals, and help you reach them. We’ve identified six steps to help get your finances in the best condition possible. We call these steps the Affiance Advantage.
Behind each financial planner at Affiance Financial, is a team of professionals working with your best-interest at heart. From paraplanners to client service specialists to executive administrators, everyone at Affiance is here for you every step of the way.
With help from think2perform.
As part of our recent BFA™ training, the advisors at Affiance Financial teamed up with think2perform to help increase the ways that we can help you, our valued clients. One key concept that think2perform teaches advisors is the Smart Money Philosophy.
We believe the stock market’s 10% decline from the September 20th high is due to a confluence of three major fears for investors. First is the fear of rising interest rates and the Federal Reserve Bank’s monetary policy. Second is the fear of slower corporate earnings growth. Third is the fear of trade wars, especially with China. We believe that recent stock market weakness reflects temporary risks and is NOT a precursor to deeper economic problems.
When we sit down with new clients, one of the first questions we usually ask is “Do you have a budget?” This single question can lead down many different paths to help us better understand your thought process when dealing with money. Hearing about your budget also offers a surprising amount of insight into your values, priorities, and goals.
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