The Affiance Advantage
Our financial planning process extends beyond simply opening accounts and rebalancing portfolios. We employ tax-aware investment strategies to maximize your savings, create insurance portfolios to shield you from the unexpected, and offer estate and legacy planning so that the benefits of your hard work and planfulness can extend beyond your lifetime. And, we take the time to document this work in our written Plans of Action, keeping you, and us, accountable. We call this the Affiance Advantage.
Have a Conversation
The Affiance Advantage starts with a simple conversation. We want to get to know you – what brings you joy, energy, and meaning, but also what worries you. From there, we can help you identify and select financial goals based on what matters most to you.
Conduct a Financial Analysis
We need to understand where you are today, in order to help you get where you want to go. Our team will evaluate your current course of action to determine whether you are on track to meet your financial goals. We are skilled at coming up with alternative options, ideas, and solutions you might not think of on your own.
Implement Your Financial Plan
Together, we will review potential solutions and create a plan based on the approach that works best for you. Then, we will begin taking action, providing you with the tools to help achieve your financial goals.
Construct a Portfolio
Diverse. Strategic. Personal. We offer a range of portfolios suited to different objectives, timelines, risk tolerance levels, and cash flow needs. We handle your investments in the way that is right for you.
Create a Safety Net
Once you are on your way to achieving your financial goals, we will do everything we can to help make sure nothing derails you. This includes creating a personalized insurance portfolio designed to help protect you and your loved ones from life’s unexpected twists and turns.
Plan a Legacy
When you are confident that your lifetime financial goals will be met, it’s time to start thinking about what you’ll leave behind. We help you define your legacy desires and craft a tax-efficient estate plan that will maximize your gift to family and community.
Hold Regular Financial Checkups
A financial planner’s work is never done. After your financial plan, investment strategy, risk management portfolio, and estate and legacy plan are in place, we continually monitor your financial health. We meet regularly to learn about changes in your life and update your plan as needed. Our meetings are documented in our written Plans of Action, to ensure your plan stays on the right track.