Sharing the Value of the AFC

Alternative Bullets & Text

When talking to various referral partners, the value of an AFC, and how it best supports them, can vary. Tailor your message to meet their needs. 

Below are some alternative bullet points and copy that can be substituted within the original flyer. 

If you need assistance customizing either flyer found on the AFC Resources Page, refer to the Canva customization video at the bottom of that page.

Original Flyer Template

Tax Professional

Here are ways an AFC® can support the clients of a tax professional: 

  • Identify potential tax-related areas of interest for clients
  • Assist in recognizing financial situations that may have tax implications
  • Help clients prepare more effectively for tax season
  • Develop strategies to manage and pay off back taxes
  • Create budgeting plans to ensure clients can afford tax payments
  • Provide ongoing financial education to clients, potentially reducing tax-related issues
  • Offer complementary services that enhance the CPA’s tax planning efforts
  • Help clients organize financial documents throughout the year for smoother tax preparation
  • Assist in implementing tax-efficient financial behaviors year-round
  • Support clients in understanding the financial impact of tax decisions

Financial Planner / Wealth Manager

Here are ways an AFC support the clients of financial planners and/or wealth managers:

  • Comprehensive budgeting assistance 
  • Effective debt management strategies 
  • Guidance on building investable assets through savings 
  • Provide a pathway for their clients to advance to advisory-level assistance

Realtors and Mortgage Lenders

Here are ways an AFC support the clients of realtors or mortgage lenders:

  • Understand how to manage financial aspects of home ownership which can position them as more desirable buyers in a tight market
  • Navigate the financial issues that may be hindering them from qualifying for a mortgage
  • Navigate strategies for credit repair so they can qualify for a mortgage that is right for them
  • Provide credit repair assistance to help clients qualify for suitable mortgages
  • Help set realistic budgets that account for mortgage payments, homeownership costs, and the unexpected
  • Offer ongoing financial counseling to support long-term homeownership
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Certified Professional Accountants (CPAs)

Here are ways an AFC support the clients of CPAs:

  • Help clients prepare more effectively for tax seasons
  • Develop strategies to manage and pay off back taxes
  • Create budgeting plans to ensure clients can afford tax payments
  • Provide ongoing financial education to clients, potentially reducing tax-related issues
  • Help clients organize financial documents throughout the year for smoother tax preparation
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Estate Planning Attorneys

Here are ways an AFC support the clients of estate planning attorneys:

  • Help clients develop sustainable financial habits for long-term wealth preservation
  • Provide guidance on day-to-day money management for those who have received an inheritance
  • Offer budgeting and savings strategies to maximize the impact of their inheritance
  • Assist in creating a plan that balances current needs with legacy-building goals
  • Provide ongoing financial education to clients  
 

Divorce Attorneys

Here are ways an AFC support the clients of divorce attorneys:

  • Help clients transition from a dual-income to a single-income household
  • Provide guidance on budgeting and financial planning for newly single individuals
  • Offer support in managing financial stress during and after the divorce process
  • Provide education on financial independence and self-sufficiency
 

Thank you to the passionate group of AFCPE® Members and AFC® professionals who helped the AFCPE team craft these materials: Mark Tibbs, AFC®, Katherine Dibbern, AFC®, Jessica Medina, AFC®, Heidi Clemons, AFC®, and Gwen Hartstein.

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