When you look at your overall financial picture, what do you see? Do you have a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or do you have a 401(k) here, an IRA there, a Brokerage Account somewhere else? Do you remember why you purchased certain products or opened particular accounts, or is your financial plan all over the place?
At Infiniti Wealth Management, our goal is to help you take command of your wealth by creating custom strategies to work toward your goals. One way we make this happen is through the use of eMoney, a dynamic wealth management tool that helps you keep all the pieces of your complicated financial life organized. Here’s a look at what eMoney can do for you.
eMoney And Your Financial Plan
Through our financial planning process, our goal is to help our clients consolidate all of their financial information in one place and feel confident in their financial plan. We believe that clients become empowered to achieve their definition of financial success when they understand what’s important to them, have clear, well-defined goals with specific time frames, and have as few moving parts as possible. Our experience has shown us that this helps people have increased behavioral and financial discipline, make wise financial decisions, and stay focused on their goals.
eMoney is an incredible tool that helps our clients do just that. It allows us to show you real-time financial planning and forecast different outcomes in an easy-to-understand way. By illustrating your progress toward your goals, the system can help you understand whether or not you are on track and help you evaluate how to improve. With all of your accounts aggregated in eMoney, you can quickly see the overall picture of your finances. Then we can play with the numbers to see how different variables would change your financial picture. We can test the impacts of changes in savings rate, tax rate, returns, and retirement date.
The Power Of Financial Planning
While eMoney is a powerful tool in reaching your financial goals, it can’t do everything. No software will ever replace humans when it comes to discovering your habits, priorities, and underlying values regarding money. That’s where we come in.
At Infiniti Wealth Management, we personally work with you every step of the way in developing a comprehensive financial plan. We look at the broad picture of your life goals to see how finances can support them. Then we strategize specific moves you can make to bring you closer to achieving those goals.
We look at every area of your finances (including strengths, weaknesses, opportunities, and threats) and figure out how to fit them all together in the most efficient way possible. Knowing where you are, where you want to go, the best way to get there, and being accountable is essential to a successful financial life.
Do you want to learn more about this platform or how financial planning may benefit you? Call our office at 845-278-8638 or send us a message to set up a complimentary consultation and get started today!
Michael Durante is a founder, Certified Financial Planner™ (CFP®), and Certified Divorce Financial Analyst™ (CDFA®) at Infiniti Wealth Management, an independent, fee-only financial advisory firm. With over 25 years of experience, Mike specializes in serving women who are going through a life transition, whether that’s a divorce or the death of a spouse, as well as pre-retiree and retiree couples. He is passionate about helping his clients develop a personalized financial plan based on their values and goals so they enter retirement with confidence and peace of mind. Mike has both a bachelor’s degree in business administration and an MBA from Pace University. When he’s not working, Mike loves spending time outdoors hiking, biking, walking, golfing, campfires, the beach and doing yard work, as well as spending time with family and friends. Mike also enjoys to read, travel, and check out local restaurants and events. To learn more about Mike, connect with him on LinkedIn.
May 17, 2021 - Michael Durante, CFP®, CDFA®