At Affiance Financial, we have created a planning process specifically designed to help you live your best life. This six-step journey helps identifies your goals, creates a path to achieving them, and follows up to help you remain on track. And, we take the time to document each step, keeping you and us accountable for the plans of action we discuss. We call this the Affiance Advantage.
Us getting to know you, and you getting to know us. We help you figure out what your best life looks like and explain how we can work toward making it happen.
Here is where the numbers come in. We analyze your current situation and offer solutions for helping you strive to reach to your financial goals. We work with you to determine which solutions work best for you and motivate you to take action.
Organized. Diversified. Customized. We handle your investments in the way that is right for you. We determine the strategy for investing your capital based on your goals, timeline, risk tolerance, and current cash flow needs.
Once you are on your way to achieving your goals, we will do everything we can to make sure that nothing derails you. This includes creating a personalized insurance portfolio, a financial safety net specifically designed to protect you and your loved ones from whatever life might throw at you.
Have you thought about what you’ll leave behind? We help you think through your legacy desires and present options for creating a meaningful plan for your family, friends, and community. When the time comes, we help put the plan into action.
A financial planner’s work is never done. We constantly monitor your financial health and reallocate your assets as needed. And, we meet regularly to learn about changes in your life or to educate you on investment, economic, or tax changes that may affect you.