Infinity Post-Career Lifestyle Blueprint

What’s the plan to be physically active?

How about mentally, emotionally, and spiritually?

Wait! Read this before you scroll on by!

The Infinity Lifestyle Design program builds upon itself. In order for me to provide you with the best possible service, it is important you have completed the 1-Hour Consultation first. That sets the foundation for us to work together for you to create a robust retirement lifestyle plan.

We will both benefit by having the opportunity to get to know each other and for me to understand your post-career mindset.

Designing your retirement journey.

After you complete your 1-hour consultation, we’ll have a blueprint that will guide us to the lifestyle areas you want to focus on to craft your personal lifestyle strategy.

Getting Started

Again, being intentionally repetitive, the 1-hour consultation sets the understanding for the blueprint model. Participants may find they have opportunity in only one priority category, or in all of them. Therefore the Infinity Lifestyle Design uses a 3-session bundle packages to create your post-career lifestyle strategy. Individuals or couples may find they can cover a lot of categories and topics quickly or need to take a slower approach.

Book a quick call with Dave to discuss.

NEED FINANCIAL ADVICE? CHECK OUT OUR PARTNERSHIP PROGRAM

While the Infinity Lifestyle Design does not provide financial advice, we work with partners that do. Check out our partnership program to find the advisor that is right for you!

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