Financial Planning

Do you know if you’re on-track to reaching your financial goals? At Affiance Financial we offer comprehensive financial planning services to help you manage the entirety of your financial life. From career to family, housing to healthcare – every part of your life is affected by your financial decisions.

Our financial planners are here to help you think through these decisions, define your financial goals, and present actual strategies to help you achieve them. Our planning process can lead to unexpected options that you may have otherwise missed on your own. Affiance Financial will help you make the tough financial choices that are right for you.

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Our goal-oriented financial planning services are customized to your personal situation. Our financial planners work with you to identify your priorities, define your goals, and create a Plan of Action that maximizes your resources. Our financial planning services are designed to be comprehensive and customizable. This includes:

Emergency Reserve

Establishing and maintaining an emergency reserve is a basic tenant of financial planning. We go beyond the basics, helping you manage cash in a proactive, dynamic manner, so that your savings are put to work for you, but still available when needed.

Debt Management

Student loans, mortgages, business loans, credit cards – not all debt is created equal. Our financial planners can help you create a strategy for when and how to pay off different types of debt in order to maximize your long-term savings.

Cash Flow Planning

Our financial planners take a proactive and strategic approach to managing your income (incoming cash) and spending (outgoing cash) – your cash flow. Working with a financial planner can create accountability, by helping you stick to your savings goals, but also flexibility, by showing how your financial plan is affected (or not affected) by changes in income or spending. We help you make cash flow decisions that optimize the probability of reaching your short-term and long-term goals.

Major Goal Funding

Major goal funding is foundational to our financial planning services. We help you identify your priorities, define your goals, and create Plans to Action to make your ambitions a reality. Our financial planners are here to guide you, helping you make smart financial choices that align with your goals.


Additionally, our comprehensive financial planning services include:

Retirement Income Planning

Affiance Financial can provide guidance for navigating the complicated world of social security, Medicare, pensions, IRAs, and 401(k)s. Our financial planners will help craft specific strategies that align your efforts with your personal objectives and maximize your hard-earned retirement savings.

Tax Planning

We take a proactive approach to tax planning opportunities, seeking to reduce your lifetime tax liability, so that taxes are less likely to interfere with your financial plan.

Education Planning

Whatever your education goals include, we’ll help you set up a savings plan that provides flexibility and tax incentives that suit your needs.

Risk Management

Our financial planners can help you protect the wealth you have accumulated by recommending insurance policies that create an appropriate safety net for life’s unknowns. We coordinate life, disability, long-term care, and critical illness policies to design an insurance portfolio customized to your needs.

Estate and Legacy Planning

Our estate and legacy planning services aim to preserve your wealth from one generation to the next. By helping you communicate your goals, narrow down your intentions, and prepare for legal documentation with an estate attorney, we help you create a plan that puts your beneficiaries in a position to thrive.

Are You Ready to Take Control of Your Financial Future?

Our financial planning services create the map to guide you from where you are today, to where you want to be. Everyone’s financial situation is different. Therefore, we tailor our comprehensive financial planning services to suit your unique needs. As you move through life’s stages, our financial planners will help you figure out where you want to go next, and create an actionable plan to get you there.

Contact us today to get started on your path to financial betterment.

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