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About Us

Carol Kamien

Affinity Planning's founder, Carol has been working in the financial services industry for more than 20 years. In 2002, Carol identified the need for a product that wasn’t available anywhere else -- a financial coaching service that yields tangible lifestyle change.

Carol combined her wealth of knowledge with her passion for people and the Affinity Planning vision was set in motion.

Today, more than ever, Carol relishes her role as a financial mentor, and continues to be passionate about using her expertise to ensure her clients have more time to focus on the things that matter most in life.

Judy Cheney

Working alongside Peter Hartnell for the past 14 years and now alongside Carol, Judy is an ace executive assistant and client services manager. Friendly and helpful, Judy boasts a proven track record of processing claims quickly and efficiently and her administrative skills are par excellence.