Mission
At Infinity Wealth Coaching, LLC, our mission is simple: To coach and educate our clients through the ever changing financial landscape and economy. We are Financial Coaches, and we focus on the client versus just the portfolio.
Coaching is very different than traditional financial planning or advising. It is deeply rooted in the belief that the problems all investors have to realizing long term investment success are due to two primary factors:
- A lack of truly understanding how markets work and how academic science can enable any investor to maximize their expected rate of return for their given level of risk. This is knowledge Wall Street would prefer you to not know.
- Our own human behavior allows our instincts, emotions, and perceptions to run wild, especially as a result of the media’s influence. Only through coaching does an investor have the ability to remain disciplined and avoid negative investment activities that can help preserve and protect their financial future.
Coaches provide ongoing education, support, and encouragement. Financial coaching empowers investors to have a clearly defined investment philosophy, strategy, and enables clients to maintain a disciplined approach to achieving their life’s dreams and future legacy.
We have years of experience in financial services. When working with Infinity Wealth Coaching, LLC, we will learn more about you, understand your needs, wants, and goals, and work together with you to identify financial strategies that will help you address your needs of today and for many years to come. We look forward to working with you.