We focus on you; so, you can focus on what or who matters most.
AFP provides custom financial planning that’s aligned with your goals.
Peace of mind.
Our goal as financial planners is to provide peace of mind about financial decisions. We partner with our clients to educate and empower them from the beginning of our relationship through all stages of their financial life.
A modern approach.
Achieving your financial goals are among the many euphoric and exciting times in your life. However, financial planning can be rigorous and at times stressful. By encouraging open communication and discussing the 'why' behind each goal, we're able to provide security and comfort to our clients.
Our Values
Education
We understand our clients will make most of their financial decisions during their day to day lives, rather than during a meeting with us. We believe by focusing on educating our clients, these decisions will be made confidently and in greater alignment with their short and long term goals.
Transparency
In today's society people are sharing more than ever, including their finances. There are many options available in today’s market, designed for different types of families throughout the various stages of their lives. We like to discuss all the aspects of your options, so we can determine together, which ones are the best fit for your home. Transparency is about understanding what makes your advice unique.
Authentic Relationships
The foundation of our business are the relationships we develop. Our clients are more than account number and we are more than a 1-800 number. Having an authentic and trusted relationship allows us to have honest conversations, so we can work towards the fun goals and celebrate successes together; but also work through the challenging issues life throws our way. This is our most essential value because without it, our impact isn’t the same.
Our Process
Questions?
Send us a message and let us know how we can help.
