Everyone is on their own timeline.

It’s not where you start that counts, it’s where you finish.

Working with You

Our ongoing advice, along with your financial plan, will provide the guidance you need to help you stay on course through life’s many transitions. Wherever you are on your personal timeline, planning will help provide clarity.

Here’s a look at how we can help you put a plan into action.

  • timeline-1a

    Career Taking Off

    Your career is just taking off. The great news is that time, possibly the most important element in planning and investing, is on your side. You have a lot of big decisions to make with your money and having a professional to talk you through it may be the best investment you can make.

    We are passionate about helping our clients succeed. Our plan is to be by your side as your life progresses, helping you to make informed decisions and invest your money with purpose.

  • timeline-2

    A Very Full Life

    You live a full life and every day seems like a race to the finish.  You need to manage your finances, and maybe those of a parent as well, and time is precious. At this stage, working with qualified professionals is a part of your life.

    We are CFP® professionals and we can help you plan for your future, manage your investments, and be your go-to resource for advice on all of your financial decisions. We can help with your parents too; eldercare is part of our expertise in planning for individuals with disabilities.

  • timeline-3

    Wellness matters

    You understand that taking care of your money is a part of taking care of yourself. You have your values and priorities figured out and want to use your money to work toward what is most important to you.

    Whether you are on your own or married, we are a practice with highly experienced and amazing women CFP®s who get where you are coming from. They will listen and work with you to put together a plan for your future and as life unfolds, be there for you every step of the way.

  • timeline-4

    What’s next?

    You’ve worked hard for decades and are excited for the next phase of life. There are so many options to explore: where you want to live, how you want to spend your time and how you will manage the wealth you have accumulated.

    This is where your lifestyle and your legacy meet; your financial plan would have the dual focus of sustaining your wealth during your lifetime and aligning your portfolio with your estate plan. We can also help you communicate the values you connect with your wealth to your next-generation family members.

  • timeline-5

    You built it.

    You have built a successful business but now you are ready to step back. Transitions are complicated and take time; there are legal documents to draft and financing to construct. In many cases, the most challenging part of succession planning is successfully communicating with all of the people involved.

    We know these conversations well. We established Affinia as a multigenerational firm with succession in mind; we want to be there for our client families, many of whom rely upon us to help implement the planning they have so carefully put in place over the years.