Infinity Financial LLC
About
A common question is “ what is financial planning or what do I do as a certified financial planner.
I like to breakdown my role as a certified financial planner into three parts.
The first role is that of a Life Planner which is to Help my clients plan their life ...
I need to get to know you first .
Where you are in your life right now.... and how you got here.
What you want to achieve now and in the future until you are no longer here.
To find out all about YOU and the lifestyle you enjoy right now and the lifestyle you want to continue to enjoy going forward and finally whether you want to change this in anyway in the future.
Once I understand YOU and what you are trying to achieve I can move on to my 2nd role which is the Financial Planner role .
Here I take a look at all of your assets, all of your liabilities, all of the inflows and all of your outflows so that I can help you understand what needs to happen financially to ensure you achieve the lifestyle and goals you want with your life without running out of money, dying to soon or dying with too much money.
That’s my role as Financial Planner.
If your Financial Planning needs a product then I would then move on to my 3rd role to assist you as
Your Financial Adviser ....
In this role I help you pick the right products and plans to fulfill any shortfalls in your Financial Planning.
I help my clients to achieve their lifestyle and financial goals with confidence. Specializing in insurance, retirement planning, and investment management. I work with clients all over the country virtually or locally in the metro Atlanta area.
If you are interested in a complimentary financial life check up contact me at 678-892-6988 or email [email protected].
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Contact information:
LaToya Maddox, MBA, CFP®, ASBC®
(p) 678-892-9688
(w) www.latoyamaddox.com
I enjoy taking the stress out of personal finance and seeing my clients reach their goals as we work together.
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Frequently asked questions
What is your typical process for working with a new customer?
1. Financial Life Check for initial meeting
2. Goals and Discovery Meeting
3. Financial Plan Creation (Anaylze and Develop)
4. Financial Plan Presentation
5. Implementation
6. Monitoring
What education and/or training do you have that relates to your work?
Georgia State University - Executive MBA
Certified Financial Planner
Series 65