Here's Where We're At

It is hard to believe that it has been almost 5 months since the COVID -19 virus has changed almost every aspect of our lives. I for one have never washed my hands so often, and I long for the day I can go out to dinner with my family without a mask, or finally get on an airplane for a much-needed getaway.  Unfortunately, I believe this virus will be with us for the foreseeable future and that we must continue to practice responsible COVID safety protocols. 

As many of you may know, the State of Delaware is still in Phase 2 of their reopening plan, having delayed Phase 3 until further notice. With this in mind, Affinity Wealth will continue its current reopening protocols. This means that our office will remain open, but most of our team members will continue to work from the safety of their homes. We will continue to run most client meetings virtually using Go To Meeting or Zoom. If necessary, meetings can be conducted in our office utilizing social distancing guidelines. If you wish to come to the office for an in-person meeting, please let us know. 

In difficult times like these, it is nice to be able to announce a few positive developments that have recently taken place at Affinity Wealth Management. First, Abby McCloskey, CFP®, has earned her Certified Financial Planner™ designation after completing 2 years of studying and passing the intense final exam. Abby has become our sixth advisor with the CFP® designation. 

Next, Cindy Youngcourt, CFP®, CPWA®, has recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. To earn certification, CPWA® professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. 

Please join me in congratulating Abby and Cindy on their achievements.  I am also pleased to announce that for the third year in a row, Affinity Wealth Management has been named a Top Financial Advisory firm by Financial Times. Thank you to all of our clients who helped make this recognition possible.

Part of why we are here is to help you navigate through uncertain periods.  Even during “social distancing,” now more than ever, we are here to help you live your best life possible. As always, if you have friends or family that need financial guidance, we are here for them as well.

If you have any questions or need help in any way, we would love to hear from you. Meanwhile, we wish you and your family, peace and good health.