Comprehensive Financial Planning

Comprehensive Financial Planning

Comprehensive Financial Planning is a long term relationship during which we establish an organized view of your current financial situation, define and clarify your goals, devise a strategy to pursue your goals and continue with implementation and monitoring of your plan.  Areas of your plan may include:

  • Budgeting and cash flow
  • Risk management
  • Education Funding
  • Employee benefit utilization
  • Tax planning
  • Retirement planning
  • Investment advice

Fees for Comprehensive Financial Planning start with an initial $500 fee to begin the process and set up your personal portal.  Ongoing fees are $175 per month.

How does this help you?

  • Ongoing financial advice specific to your situation

  • Assistance implementing the recommendations in your plan

  • Access to your personal financial portal to monitor your progress on your plan

  • Meetings online, in-person or by phone at least twice a year scheduled at your convenience

  • Adjustments and updates to your plan as life happens and your situation changes

Stand Alone Financial Plan

Stand Alone Financial Plan

A Stand Alone Financial Plan is appropriate when you are seeking financial advice based on your current situation and would like to implement the recommendations yourself.  Your plan may include some or all of the following areas:

  • Cash flow and budgeting analysis
  • Risk management
  • Education funding
  • Retirement planning
  • Employee benefits analysis
  • Tax planning
  • Estate planning
  • Investment planning

A Stand Alone Financial plan involves advice regarding your situation at a point in time.  Fees are based on the complexity of your situation and start at $2500.  Fees will be agreed upon at the beginning of the process.  Half of the fee is due at the beginning of the engagement and the remaining half of the fee is due at the time the plan is completed.

Investment Management

Investment Management

Investment management services are available to our clients so that they can focus on other areas of their lives.  Investing with Infinity Financial Strategies gives you:

  • Professional investment management
  • Investment strategies tied to your goals and values and based on your tolerance for risk
  • Periodic rebalancing
  • Globally diversified and tax aware portfolios
  • Online access to your accounts
  • Access to your investment manager

Fees for investment management start at 1% of assets under management and decrease in a tiered fee schedule as your managed assets increase.

Ready to talk?

Looking for an investment strategy tailored for you?

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