What is financial planning?

Financial planning is the process of creating a plan to align your resources with your goals. Often, this process is completed with the support of a professional financial planner.

At Affiance Financial, financial planning means following our comprehensive financial planning process, the Affiance Advantage™, to:

• Identify Financial Goals
• Conduct a Financial Analysis
• Implement Your Financial Plan
• Construct an Investment Portfolio
• Create a Safety Net
• Plan a Legacy
• Hold Regular Financial Checkups

Learn more in the Our Process section of our website.