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Financial Life Coaching

Your Money, Your Goals, Your Values

Affinity Capital's Financial Life Coaching aims to:

  • Empower you with financial independence and decision making

  • Teach skillsets to establish a foundation for financial literacy

  • Connect your money and goals with your values and passion

 
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About Me

Anup Ruparelia, Certified Financial Planner

I am a finance professional with over 25 years of successful financial planning/coaching experience, providing advice and due diligence for individual and corporate clients to ensure financial integrity. A tenacious problem solver with a reputation for sound judgment and prudent counsel, as well as the ability to develop relationships, building on a reputation for credibility, a client-first approach, and attention to detail.


I believe in cultivating long-term client relationships with a genuine, honest, and professional approach being at the forefront of all client interactions. My extensive experience in financial consulting/coaching has substantially developed my ability to articulate my clients’ financial and lifestyle objectives.

 
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Coaching Style

Our unbiased, unique focus:

  • Establish your unique money habitude by taking a short quiz

  • Understand your unique history and relationship around money

  • Explore what is working and what is not

  • Align your money and goals with your values and passions in life

  • Establish and practice skillsets that will make you a better money manager

  • Discover and prioritize life goals and create a pathway to achieve them

  • Customize a financial life plan to make you financially empowered

  • The focus is you not your money…You change and so will your money habits

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Coaching Sessions

  • One on One or as a couple/partner

  • Customized to your specific needs and goals

  • Sessions will run 1 to 1.5 hours

  • Can be held Online or in-person at our office or location of your choice

  • You will be provided with all resources as required

  • Sessions are conducted in a confidential, unbiased setting with a focus on you