Who I Work With
✓ Retired, or Close to it
Retirement planning is complicated, and is often a source of financial stress. Many of the decisions that go with it cannot be undone. I specialize in helping pre-retirees and retirees plan their finances.
✓ Widows
With a third of my clients as widows, I understand the unique financial needs that can make your difficult transition more manageable. I'm dedicated to helping women who have loved and lost – navigate the financial details and move forward on their own...yet not alone.
✓ Diligent Savers
While my clients would hardly consider themselves to be "rich", thanks to a lifetime of diligent saving and frugal living they have accumulated a nest egg of at least $250,000. *Minimums may be waived for friends and family of existing clients.
Does This Sound Like You?
While I would love to help everyone, I have very intentionally limited the number of clients I serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, I would be happy to help you find an ideal qualified financial advisor for your needs.
The Cost
At Afflora Financial Life Planning, I offer a simple and transparent flat fee depending on your investment portfolio size. It is designed to be easy to understand and put your interests first.
Unlike many other financial advisors, my compensation is not dependent upon the investments that I recommend. I am paid the same regardless of how you're invested.
The annual ongoing flat fee is as follows:
- First $500,000 = 1.50%
- Next $500,000 = 1.25%
- Next $1,000,000 = 0.75%
- Next $2,000,000+ = 0.50%
As far as the competition, good luck finding their fees even listed on their website.