Planning Experience

A Comprehensive, Yet Comfortable
Planning Process

When you become a financial planning client at Infinity, we introduce you to our straightforward process. Your advisor examines your entire financial picture, discusses future plans, reviews suitable options, demystifies potential obstacles, and helps you put a sound plan into action. Here’s what you can expect from our financial professionals:

Exchange

Organize

Analyze

Plan

Monitor

Let’s Begin With a Thoughtful Exchange

You meet with an Infinity advisor in a way that’s most convenient for you – in person, via telephone, or web conference. In our interview, we ask you to tell us about your life, family, goals, and concerns. We truly take your entire financial picture into account, from mortgages and job transfers to taxes and future plans. Every aspect of your financial life plays into the plan we create.

Organize and Enter Real-Time Financial Data

During the interview, your advisor works with you to enter pertinent financial data into our online planning tool. When it’s time to link your accounts, you can take control using your own secure access. Linked accounts provide fresh, real-time data to help us assess your situation. Depending on the services you selected, we may analyze your assets and investments, liabilities and cash flow, insurance coverage, company benefits, and/or tax strategies.

Get Advice and Options From Your Advisor

Based on the data we assemble and analyze together, your Elevate advisor will offer financial planning recommendations that align with your goals and are consistent with your risk tolerance. We help you make informed decisions, revising the plan according to any concerns or preferences you may have.

Put the Plan in Motion Together or Make It Your Own

Your plan recommendations and online tools are yours to use as you wish – whether you invest with us or not. You may choose to have your Infinity advisor implement the recommendations (including asset and risk management solutions) and/or serve as a “coach” on certain topics, but we don’t require it. Many people opt for plan implementation in which we help coordinate the process with attorneys, accountants, and other advisors.

Work With Us to Keep the Plan on Track

If you decide to invest with Infinity, we will agree on how and when your plan will be monitored and reviewed within its service period. Financial planning is a continuous, dynamic process. Therefore, we want to know when a major life or other financial event occurs, so we can review and update the plan, if needed. You will have an opportunity to renew your planning services annually.

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