Our Process
Collaborative, Educational, Comprehensive
You make decisions every day – big, little, simple, complex – and we know you are looking for a trusted, wealth management advisor to help you make great financial planning decisions. Your journey to and through retirement deserves an ongoing relationship centered around you. By sharing your life goals and values we will build a custom plan that reflects your short and long-term objectives, mapping out a solid path to realize your dreams.
The Client Experience
You probably took a test drive before you bought a car. Getting to see the car and kick it’s tires let’s you know if this is the car for you. When it comes to financial planning - are you getting a full picture before you work with an advisor? Take a look at the following segments of the “Client Experience” with Affinity Financial - The Walker Group to envision the type of planning relationship you can have with your advisor.
The Dashboard
Check in on your entire financial picture by aggregating your investment accounts, bank accounts, credit cards, and more with the Oranj Client Portal. You’ll be able to message your advisor directly through the portal as well as store and share sensitive documents in the secure Vault tab.
The Risk Tolerance
Understanding your risk for investing is very important in establishing expectations. By answering a series of questions, we will know where your Risk Preference is as well as your Risk Capacity will help you and your advisor design an investment portfolio that is properly constructed to align with your appetite for risk. Generating an Investment Policy Statement is also an important step to look back on should your risk tolerance or goals change over time.
The Plan
Whatever the goal may be, let’s define it! Let’s engineer a plan to achieve this goal as soon and as efficiently as possible. Once a goal has been set, we can set our targets and measure our progress.
Identify your Goals with this interactive experience. You can tailor your Goals as well as prioritize your Needs, Wants, and Wishes. As you input your preferences throughout the onboarding process with MoneyGuidePro®, you are giving your advisor the information for them to build out a custom “blueprint”, aka, Financial Plan to show you where you are at, where you want to go, and what you will need to do to reach your goals and achieve financial freedom.
Not only will you be able to see the probability of success using MoneyGuidePro’s ® Monte Carlo simulation (aka stress-testing your plan with 1000 trials), you will be able to enter the Play Zone at any time to see how small changes like retiring earlier, saving more money, or delaying
delaying Social Security will impact your plan’s outcome.
Your advisor will be able to run countless reports such as What-If Analysis, Side-by-Side Scenario Comparison, Cash Flow Analysis, Withdrawal Strategies, Worst Case Scenarios, and more. Giving you clarity on your Financial Plan and its possibilities is our goal. You deserve the highest quality of planning when dealing with your financial future.
Screenshots from © MoneyGuide, Inc. Reproduced with permission. All rights reserved.
Getting Started
Setting up your investment accounts has never been easier with our electronic onboarding process. Charles Schwab is one of the leading custodians in the financial industry with their extensive technology, mobile app, research, and experience. Charles Schwab also has no trading fees on equities and ETFs.
