FINANCIAL PLANNING

COMPREHENVISE WEALTH MANAGEMENT

A ROADMAP FOR THE FUTURE

Infinity Wealth Counsel advises you based on a comprehensive 360-view of your wealth. Beyond investments, we assess your assets: properties, businesses, and even human capital, as your loved ones transition through life stages.

Based on your unique goals, we build a roadmap so each financial decision you make fits in with your plan. We will plan for risk, taxes, cash flow, your estate plan, and many other considerations unique to you. Each new decision you make will serve to strengthen your wealth planning picture with every passing year.

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INDEPENDENT FEE-ONLY

FIDUCIARY WEALTH MANAGER 

We proudly operate as a fee-only, independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our customers’ interest first, as evidenced by our fee-only fee structure and fiduciary responsibility.

OUR APPROACH

By listening, asking the right questions, and doing in-depth financial analysis, we put a comprehensive wealth plan together to guide the strategies we will use to help you attain your goals — now and for decades to come. A strong foundation for lasting wealth must integrate everything from tax strategies to college and retirement funding, to trust and estate planning in a way that reflects who you are and where you want to go.

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PHASE 1: DISCOVERY

It begins with you telling us your story. We want to understand your personal and financial circumstances. This gives us an idea of where you’re coming from and helps us in seeing what you’re headed towards. Where are you now? Where would you like to go? What legacy do you want to leave?

Then we will work together to identify and define your goals. We need to be aware of where you aspire to be in the future, both personally and financially.

PHASE 2: PLANNING

With the information we’ve gathered from you, we will analyze your current course of action as well as analyze your potential alternative courses of action. 

We develop a financial plan to meet the goals that we’ve identified together. There is no “one-size fits all.” Your plan will be highly tailored, encompassing all aspects of your financial life that you shared with us.

We then present the recommended financial plan for your approval, and make any appropriate modifications.

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At the Office

PHASE 3: IMPLEMENTATION + CHECK-INS

After the plan is approved we will work with your accountant, attorney and insurance agent to implement and maintain your personal financial plan. 

As life changes so should your plan. Whether you decide to start a family, start a business or retire early, we will be in constant communication with you to monitor and update the plan as necessary.