Our Approach
Philosophy
Affinity’s independence has allowed us to develop an approach that is different and more sophisticated, while still being refreshingly simple. We believe this approach provides you with a better client experience.
At the heart of this are some basic, but powerful, concepts:
- Balance - Affinity embraces, but also challenges the common wisdom when it better suits your needs
- Flexibility - Affinity has positioned itself for a wider reach in working with you
- Dynamism - Affinity takes extra steps to provide you with better service
- Objectivity - Affinity's compensation structure avoids conflicts of interest
Process
Affinity starts with a conversation, where we begin learning about:
- What's important to you
- Your overall financial situation
- Your goals
