As Your Thinking Partner.
We meet our clients where they are and help them set goals that are meaningful to them.
We're ready when you are.LEARN MORE
of your best life.
Financial life planning is about discovering, planning,
and living your life story.
Our goal is to bring meaning and purpose to your financial life
by connecting your money with your dreams and aspirations.
By understanding your unique set of values, priorities, challenges, and opportunities,
we help you increase your sense of financial well-being and life satisfaction.
A fresh take on
financial life planning.
Many advisors approach financial planning strictly by the numbers – budgets, net worth, insurance, investment returns, and taxes.
We agree that numbers do matter, but they are there to support and serve you, not the other way around.
Our unique approach flips the script and places your story at the forefront, allowing us to build a customized plan with your goals and aspirations as our guide.
This game-changing strategy has helped our clients unleash long-simmering dreams, guided them through pivotal points in their lives, empowered them to navigate the day-to-day changes as they transition to a new normal with greater ease and confidence.
Let's make a plan together.
take you there.
Whether you're seeking financial planning advice, need guidance on how to invest your money or you are experiencing a life transitional event... AFP is ready to focus your wants and needs into a plan to set those goals into motion.
To do this, we build a map for your financial future, based on what you value most in life, ensuring our strategy encompasses core needs along-side your hopes and dreams for what could be.
With 20+ years of financial planning experience, we pride ourselves on opening opportunities while protecting what's most important to you.