Message From the President: Fall 2025

At Affiance Financial, we believe that clarity and follow-through are essential to reaching your goals. It’s not enough to simply talk about your financial future, we believe you deserve a clear, actionable plan intended to get there. That’s why after every meeting, we prepare a written Plan of Action, a personalized roadmap that outlines next steps and helps ensure your financial plan stays on track.

Starting September 30, your Plans of Action will be delivered through your Client Portal. You’ll be able to access these Plans of Action anytime, anywhere, through your secure login.

The Client Portal is more than a storage space, it’s your personal financial hub. It’s designed to keep your important financial information organized, easy to find, and available exactly when you need it. 

Within your portal, you have:

• Real-time account data: Check balances, transactions, and portfolio details 24/7, providing access to your information on your schedule.
• Your written Plans of Action: Maintain record of all action items discussed at our meetings, keeping you focused on your priorities.
• Quarterly Portfolio Performance Reports: Track your progress over time and make sure you’re comfortable and confident in your investment strategy.
• Schwab Account Statements: Streamline how you access your financial information by obtaining Schwab documents and Affiance documents from the same place.
• Tax Documents: Simplify tax season by downloading documents including Schwab 1099s at your convenience.

Whether you’re preparing for an upcoming meeting, reviewing your action items, or gathering documents for your CPA, your Client Portal provides a safe, convenient, and centralized way to manage it all.

To help you make the most of this valuable resource, we will be hosting a webinar on Monday, September 29 to walk you through the portal’s features. This will be a great opportunity to learn how to navigate the platform with ease, find the information you need quickly, and take full advantage of the tools available to you. Watch your email for full event details and your invitation in the coming days.

And remember, you’re never on your own. If you need assistance logging in, navigating the portal, or have questions about your Plan of Action, our team is here to guide you every step of the way. Your financial well-being is our priority.

Respectfully, 
Eric Unger, Partner, President, Chief Compliance Officer

All investment strategies have the potential for profit or loss.