Cashflow, Planning & Investment Basics

• this is an introduction to personal finance
• click here to view our power point

Planning Your Financial Strategy

• a framework for coordinating a variety of issues that affect your financial life
• this planning considers – cashflow, taxation, risk, giving, goals, legacy, investment, etc.
• click here to view our power point

Affinity - Investment Strategy

• Affinity’s investment approach is highlighted
• this framework considers
  • the objectives & constraints of investing, as well as
  • more practical issues
    • purpose for the investments (income, retirement, etc.)
    • matching investment mix (cash, bonds & stocks), risk & time horizon
    • specific types of investments to consider
• click here to view our power point