Frequently Asked Questions
Financial planning is the process of creating a roadmap to manage your finances and achieve your financial goals. It involves evaluating your current financial situation, setting short- and long-term goals, developing strategies to reach those goals.
Anyone who wants to build assets and grow their wealth to build a secure future can benefit from working with a financial planner. A financial planner helps you not only identify and set clear financial goals but also map out a personalized strategy to achieve them. They assist in creating a comprehensive timeline, addressing both short-term milestones and long-term objectives, while identifying potential blockers that may have been overlooked, such as hidden expenses, tax implications, or gaps in insurance.
Beyond just managing investments, a financial planner provides expertise in budgeting, debt management, retirement planning, and saving for major life events.
A fee- only financial planner is someone who is compensated solely by the fees clients pay for their services. This means I do not receive commission or other incentives from product sales, eliminating potential conflicts of interest.
Fiduciary means I am legally and ethically obligated to work in my client's best interest at all times. No commission, no hidden agenda. My clients have peace of mind knowing that the advice they receive is solely designed to benefit them.
We understand that by investing with us, you are trusting us with your life savings, and it's something we don't take lightly.
We believe in low cost, long term, diversified, methodical portfolio management. Before investing, each client will complete a Risk Assessment so you feel comfortable with what you're investing in.
As the market moves, so do your asset allocations, which is why we rebalance portfolios, at a minimum, annually.
What sets us apart is our commitment to education. We believe that financial planning is not just about providing advice—it’s about empowering you with the knowledge to understand your financial position and make informed decisions. At every meeting, our goal is to ensure you leave not only with peace of mind knowing you're in good hands, but also with a clearer understanding of your finances. We take the time to explain complex concepts and strategies, so you feel confident about your financial future, no matter your level of expertise.
Our typical clientele includes Gen Z and millennial individuals and families across the US looking for clarity and guidance in their personal finances. We specialize in providing financial advice and support for recent college graduates paying off debt, young professionals looking to start investing, and growing families looking to create healthy financial habits.
While we focus on helping the next generations build wealth, we are more than happy to have a conversation to see if we're a good fit. Don't worry if we aren't - we have a network of financial planning professionals we'd be happy to refer you to!
No, we do not have a minimum net worth requirement! We believe that everyone deserves access to expert financial planning, regardless of their financial situation. We work with clients at all net worth levels, providing the same level of attention and high-quality service to each individual. For those with assets under $250,000, we offer a monthly subscription that may be more suited to their needs.
You can click here to view are services and fees.
Infinity Financial Services is a proud member of Core Planning, LLC. Core is a community of independent advisors who combine the benefits of independence with collaborative support.
While I operate independently as an advisor representative under Core, we work closely together to create the best possible experience for our clients.
You can learn more about Core here.
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~ Financial success begins with a budget!