Will your present action or inaction enable you to reach your future financial goals?

Are your finances just another item on a long list of to-dos? Whether you run a business, a medical or legal practice, or are in a leadership role, chances are your personal finances are taking a back seat to more pressing day-to-day issues. If you are like most people, perhaps you are too busy to deal with the intricacies of personal finance.

If you expect different results, you will need to take a different path.

In our financial planning practice, over the course of many decades, we have seen the same patterns emerge over and over again. Earning a high income does not mean an automatic end to financial pressure. Earning a more modest income does not automatically mean financial sacrifices will be inevitable. Behavioral patterns are often the driver.

Perhaps it's finally time to take charge.

For years, The Affinity Group has played the role of personal CFO and provided comprehensive financial planning to business owners, executives, physicians, attorneys and other professionals who seek to overcome procrastination, a lack of time and attention, and a lack of knowledge to take control of their financial life.

About Us

Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. We have been assisting business owners, executives and other professionals for over two decades.

Our Process

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why we take a needs-based approach to helping you.

Contact Us

Are you ready to speak with us about helping to secure your financial future?