Getting Started with Affinity Financial

Welcome! If you’ve found yourself here, then you are likely thinking about working with a financial advisor. 

This may be for the first time, or the exploration for a new professional relationship. At Affinity Financial, our process starts with making a Connection, a personal investment in getting to know YOU.

Many financial advisors you meet with are typically going to start the conversation around your financial assets—what you have and where it’s invested. Your accounts and your amounts. These details are necessary, but not sufficient.

Our approach is different. Our initial focus is on who you are. Your story, your history and experience with financial issues, your present situation and future considerations. Money, after all, is only a tool, but if it is used wisely, can help us improve lives.

Our primary aim is on helping client households live the best life possible with the money and resources they have. That focus includes helping make smart choices that work for unique circumstances.

This is not just limited to investment decisions, but every financial decision. Our focus after that is helping assets grow while mitigating risks with prudent planning.

Below is a summary of the three-step process for this Get to Know Each Other experience. Each step is an opportunity to determine if there is potential for working together. No stress. No pressure. Just an opportunity for Connection in the journey for financial wellbeing.