Affinity Capital Management Inc.
Helping Clients Since 1991
Affinity Capital Management Inc. is an independently owned firm, meaning our financial planning advice is free from any bias.
The first exploratory meeting is about getting to know each other. This meeting comes at absolutely no cost to you and with no obligations. After the first meeting, you can decide if Affinity Capital is the right fit for you.
Our Services
Why Affinity Capital?
◦ Guaranteed Quality of Work
◦ Round the Clock Customer Support
◦ Certified Professional Bookkeepers
◦ 100% Data Protection & Privacy
◦ Sort out your Backlogs
◦ Quick Turnaround
◦ Secure Online Cloud Technology
◦ Pricing Plans to Suit your Budget
Our Approach
1.
Your Business's Current Situation
Collect your Information
Assess your Current Situation
Saving/Debt Management
Employee Morale Management
2.
Explore Your Business's Goals & Needs
Explore Financial Goals & Needs
Prioritize your Goals & Needs
Emergency Funding
3.
Prepare Your Financial Plan
Analyze your information
Develop a pathway to meet your needs and achieve your goals
Prepare a comprehensive financial plan
4.
Present & Review Financial Plan with Client
Present you with an initial financial plan
Review and change any areas as required and until you are fully satisfied
Sign off on the final version of the financial plan
5.
Execute Your Financial Plan
Provided by one of our professional portfolio management partners
6.
Ongoing Review & Updating of Your Financial Plan
The most important step of all because the only constant in life is change
Continually monitor and hold timely meetings to review your financial plan
Life happens, so we will update your business's financial plan as changes occur
