Affinity Planning Partners

We collaborate with our clients across America within their financial consulting to promote financial wellness and confidence throughout their financial planning. We have 17 years of financial consulting and planning expertise and offer Fee-Based Financial Planning. Our founder firmly believe everyone deserves a well architected financial plan that they feel confident about and can continue to execute, with a partner by their side. We consult with each of our clients on an individual basis encompassing all areas of their life. Creating financial strategies that are important, sustainable and meaningful. In partnering with us, each client has the confidence to employ their individual strategies within their own financial model and a personal guide to help them, for a long-term partnership to their financial and life success. In encompassing a holistic approach to your financial model we bring additional insights and resources for your financial consulting and financial planning. It is routine for our clients to have access to property & casualty specialists, estate planning attorneys, business attorneys, CPA's, CFP® professionals, bookkeeping and payroll services. Including additional niche partners needed for personal or business planning. We do this by way of qualified introduction and do not take referral fees from those resources. Our goal is for you to have access to the best resources to help guide you in collaboration with our financial planning we comprehensively conduct. Partner with us to help you create a financial life and plan by design, rather than by default! We are ready when you are! Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC Affinity Planning Partners and the above firms are independent and non-affiliated.