Financial Planning

Our goal is to elevate your financial success by finding innovative solutions and designing customized strategies that will enhance, preserve, and protect your wealth.

Our focus centers on understanding your vision for the future.

The Elevation Method

Our proprietary process, the Elevation Method, is designed to provide advanced financial strategies unique to you and your financial situation.

The Elevation Method enables us to align your goals and aspirations with your financial situation to create a customized, comprehensive financial plan that we help implement, adjust, and monitor throughout your life to continuously elevate your financial success.

Keep in mind, our planning process is centered around you and can be adjusted and customized based on your needs. You are the expert in your own life and we encourage you to share your ideas, questions and concerns as we work together to help you reach your own infinite heights.

We start by asking questions and getting to know you to develop an outline of where you stand financially and emotionally. Our goal is to deeply understand the aspirations that you have for yourself, your family, and your wealth.
Once we have a clear understanding of the vision you have for your ideal life, we need to understand your current reality. In this step, we ask for your financial statements and documents so that we can critically assess the current state of your financial plan and help you get organized.
Working with other professionals, collaborating, sharing advanced strategies, and learning from one another is the cornerstone of how we approach our work with our clients. If you have trusted financial professionals in your life, like your CPA or Estate Attorney, we will invite them into our process. If you don’t have a great team in place yet, we will help connect you with the right experts needed to have a truly comprehensive wealth management plan.
Our team will thoughtfully design financial strategies directly tailored to you that are process-focused and based on proven financial principles that reflect your values and priorities. We will schedule a strategy meeting with you where we will present an overview of the high-level plan, focusing on understanding the rationale behind the recommendations. We will then work with you to determine your priorities and develop a finalized plan with clear action items.
When you are comfortable moving forward, we will schedule separate implementation meetings to spend focused time on each strategy, giving us time for more in-depth education and allowing us to put your plan into action.
We will meet regularly to continuously monitor and readjust your financial plan as needed to stay on track with your evolving needs and goals.

Schedule a Consultation

This introductory call will give us a chance to learn more about what you are looking for, answer your questions, and determine if we are a good fit to work together.

Let’s Connect ⟶

Who We Serve

We serve a variety of clients but they all have one thing in common, their lives have gotten too complex and they need a reliable partner to help them successfully navigate the next chapter. Whether that's growing their business, transitioning to retirement, starting a family, or everything in between. They know that our proven process will save them time and money, give them confidence, and help their vision become a reality sooner.

We target our strategic planning and consulting for:

Business Owners

As a successful business owner, you are driven, disciplined and you aren't afraid to think differently and assume risk. Your days are consumed with running your business, managing staff, and servicing your clients. As the demands of your business increase, it's easy to overlook your personal financial needs. That's where we can help. As a woman entrepreneur myself, I am passionate about helping you build a plan for your future, a legacy for your loved ones, and becoming a trusted partner to help you implement that plan and live it with confidence.

Tax Strategies*
Key Person Planning
Succession Planning
Estate Planning
Business Insurance Planning
Company Retirement Plans

Retirees

We work closely together to understand your needs and wants and present various strategies to implement and/or modify a successful plan to ensure you don’t outlive your assets. We use an advanced financial planning software to build your plan, track its success rate, adjust for life's unknowns, and communicate the results with you in plain English. We advise on social security optimization, retirement income planning, risk management, and estate and legacy planning.

Income Distribution Strategies
Income Needs Analysis
Roth IRA Conversions
Social Security Analysis
Health Care & Medicare Analysis
Estate Plan Review*
Charitable Giving & Legacy Strategy
Long-Term Care Options

Individuals and Families

Comprehensive financial planning encompasses your entire financial life- from cash flow, college and retirement planning, risk and tax mitigation, to philanthropy and estate planning. We begin by understanding your goals. We will proactively look at your entire financial picture, create a personalized, holistic plan and educate you throughout the process.

Goals Based Planning
Financial Education & Investing Basics
Retirement Accumulation Planning
Account Aggregation
Risk Management
Asset Protection
College Funding
Life Insurance

* Infinite Heights and LPL Financial do not provide tax and/or legal advice or services. Please consult your tax and/or legal advisor regarding your specific situation.