Working With Us
The first step in your financial journey.
No paperwork. No pressure. Just possibilities.
Our initial Connect Meeting is designed to be a meaningful discussion about your life, goals, and dreams.
Our clients come to us seeking:
Clarity around significant life transitions like retirement, funding education, or selling a business.
Tax-efficient strategies that go beyond basic investment management.
Expert guidance balancing personal and business finances.
Your journey to financial confidence starts here.
Whether you’ve been building wealth for decades or recently reached a significant financial milestone, our goal remains the same: help you explore possibilities, build confidence, and create a financial strategy that supports your vision for life.
When you become an Affinity client, you join a community of individuals committed to living their best lives. Our promise is to build a lasting relationship where you feel confident about your financial future and empowered to focus on what matters most.
During our Connect Meeting, we’ll guide you through a conversation to explore:
→Your “WHY”: What brought you here today? We start by understanding what’s most meaningful to you.
→Your Vision and Values: What’s most important to you, and what are the possibilities for your life.
→Your People: Who do you consider when making financial decisions?
→Your Financial Situation: A general overview to help us get an idea of how we can guide you and your unique circumstances.
→The Affinity Experience: An introduction to our Best Life Process, which explains how we simplify decision-making, provide clarity, and become your trusted financial partner.