Aviance Capital Partners

Aviance Wealth Plan™ | Wealth Planning Strategist

The Seven Pillars of The Aviance WealthPlan™

The Aviance WealthPlan™ consists of seven “pillars” or focus areas that every financial plan should consider.  The relative importance of each pillar changes as an individual progresses through their financial journey: for example, someone with young children will likely prioritize Education Funding while a retiree is more likely to focus on Estate & Trust Planning. …

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financial preparation

Endurance Sports & Financial Planning

It’s resolution season and social media timelines are flooded with articles about self-improvement, financial planning, and the value of goal setting for 2021. Financial Preparation is Like Running a Race One article that caught my eye today compared planning for retirement (a common resolution) with preparing for endurance races like marathons & triathlons (a personal …

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