RACHEL INFANTE, CFP® CSRIC™

RACHEL INFANTE, CFP® CSRIC™
Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions. She credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals.

Recent Posts

RACHEL INFANTE, CFP® CSRIC™
Oct 1, 2020 12:50:39 PM

You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves...

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RACHEL INFANTE, CFP® CSRIC™
Aug 11, 2020 11:00:00 AM

Women have faced many challenges over the years, including an undeniable wage gap. In 2020 women earn 81 cents for every dollar earned by men. This...

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RACHEL INFANTE, CFP® CSRIC™
Mar 3, 2020 4:35:44 PM

Life after retirement is both an exciting and challenging time. You’ve likely spent the last several decades surrounding yourself with structure,...

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RACHEL INFANTE, CFP® CSRIC™
Feb 10, 2020 1:46:03 PM

Love is in the air! You’ve met your soulmate and are starting to think about that next step toward your future together, which may or may not include...

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RACHEL INFANTE, CFP® CSRIC™
Nov 14, 2019 2:50:22 PM

Are you considering adoption? Many people explore adoption for a variety of reasons but don’t necessarily understand the financial implications that...

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RACHEL INFANTE, CFP® CSRIC™
Oct 30, 2019 5:27:20 PM

We live in a digital age that has exponentially enhanced our abilities to use technology for virtually everything. I was recently listening to a...

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RACHEL INFANTE, CFP® CSRIC™
Sep 19, 2019 7:15:00 AM

It’s no secret that the cost of a college education today is vastly different than the cost parents and grandparents paid years ago. According to...

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RACHEL INFANTE, CFP® CSRIC™
May 29, 2019 9:28:37 AM

Retirement can be an exciting phase to plan for, but the age in which you retire may have a significant impact on your cash flow boiling down to one...

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RACHEL INFANTE, CFP® CSRIC™
Apr 24, 2019 12:37:55 PM

Infertility. It’s a word that becomes a reality for so many. According to the National Survey of Family Growth by the Centers for Disease Control and...

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RACHEL INFANTE, CFP® CSRIC™
Feb 21, 2019 10:40:39 AM

There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often...

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