Start the Process to Build Your
Infinity Financial Roadmap
Capitalize on your opportunities with thoughtful wealth planning
What is the right approach for you?
Finances are incredibly personal, and everyone has a
different idea for their financial future. We work best with:
- Executives, business owners,
or high-income families
- People who want a partner for all aspects of their financial life
- People who have accumulated all their lives and want to explore the possibilities
Here’s What Comes Next
Introductory Call
This call is completely free and focused on getting to know each other. We’ll have a relaxed conversation to see if we’re a good fit—no need to bring financial documents or prepare anything in advance.
Deeper Review
We’ll talk through your goals, concerns, and the kind of life you want. We’ll also discuss your current financial situation, ask questions, and gather information so that we have a holistic financial picture and can start building your plan. If you feel we are a good match, our collaboration can officially begin after you sign an agreement with us.
Infinity Financial Roadmap Review
We’ll create a flexible roadmap based on your needs and goals—one we can adjust as life evolves. We’ll stay on top of both your financial picture and what matters most to you with a minimum of 3 meetings per year, but the flexibility to meet whenever you need to.
The goal is simple: to help your money support the life you want to live.
Book a Free Intro Call
Answers to Your Key Questions
What are your fees?
Your first consultation is free—it’s a chance for us to get to know each other and see if we’re a good fit. If you choose to move forward, our ongoing planning services start at $6,000 per year and decrease based on the measure of the portfolio assets that we manage. These fees are reviewed and may be adjusted annually, with changes communicated at least three months in advance of your anniversary date. Investment management fees start at 1% and decrease based on the level of assets we manage.
How and how often will we meet once I’m a client?
We’ll meet via Zoom, so that you have the flexibility to reach out with the last-minute changes, life updates, and top questions. We will meet with you at least 3 times per year, and we’re available to answer your questions and update your plan as needed due to life events or changing priorities.
What should I prepare for before our first call?
You don’t need to prepare anything. Our first conversation is simply a chance to talk, get to know each other, and see if we’re a good fit.
Are you a fiduciary?
Yes, I’m a fiduciary, which means I’m bound to putting your best interests first at all times. It’s an added layer of trust, knowing that every recommendation is made with your goals in mind.
What does it mean to be fee-only?
Being fee-only means I’m compensated only by the fees my clients pay, not through commissions, product sales, or referral incentives. This approach keeps things transparent and helps build a relationship based on trust, knowing my advice is always focused on what’s best for you.