designed to fit you.
Our Engagement platform considers what you want and need, based on both personality and life-stage.
Our services
Infinitive Community
Are you just getting started organizing your financial life? Maybe you are just trying to get a feel for what it is like to work with an advisor. If you are in the early stages of the engagement process with financial professionals, we recommend that you start by joining the Infinitive Community, where you will be able to access our thought pieces via podcast, blog, and video, as well as access our pro-bono opportunities for consultations.
Financial guide services
We are extremely excited to offer our innovative Financial Guide Services. These services are available for clients that either do not have assets yet to invest or would prefer to access our team only for advice, without the need or expectation to perform transactions with our firm. Financial Guide Services are for clients that are looking for any of the following:
Advice-only financial planning
On-going consultations in conjunction with DIY efforts
Want investment management with a level subscription fee
Want to work with our team, but do not yet meet the asset minimum for Infinitive Navigator
We have designed our Financial Guide Services to be the service that can be right-sized for all people of all income and asset levels.
infinitive navigator.
On the surface, our Infinitive Navigator service may look like any other wealth management arrangement. A deeper look though will illuminate why this stands as our premier service. Infinitive Navigator provides our clients with an all-encompassing guide through the landscape of personal financial management.
For an asset-based fee, we will manage your investments, provide on-going planning and consultations, first access to to market updates, as well as provide an open-ended line to our firm and its resources.
We pride ourselves on being open with our clients and close to them as people. Due to the closeness of our relationships with our Infinitive Navigator clients, this service is offered by invitation only. While we do not employ a minimum asset level to receive an invitation, the majority of our navigator clients are ready to invest approximately $500,000 to engage this service.
What we actively seek with a prospective Infinitive Navigator client is based largely on their personality. We seek people that are:
Friendly
Trusting
Measured With Their Expectations