The Latest from Birchwood Financial Partners | RACHEL INFANTE, CFP® CSRIC® CDFA® (3)

RACHEL INFANTE, CFP® CSRIC® CDFA®

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

How to Protect Yourself from Identity Theft in 6 Steps

RACHEL INFANTE, CFP® CSRIC® CDFA®

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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How Grandparents can help with the rise in College Tuition

RACHEL INFANTE, CFP® CSRIC® CDFA®

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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How to Plan for Early Retirement Health Insurance Costs

RACHEL INFANTE, CFP® CSRIC® CDFA®

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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Infertility Financial Planning: How to Pay for IVF

RACHEL INFANTE, CFP® CSRIC® CDFA®

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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Estate Planning Strategies to Take Care of Your Spouse

RACHEL INFANTE, CFP® CSRIC® CDFA®

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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How to Have a Healthy Financial Relationship with Your Partner

RACHEL INFANTE, CFP® CSRIC® CDFA®

Dec 6, 2018 11:20:40 AM

Remember the first time you met your partner and had many in depth conversations about each other? What’s your favorite food? What’s your favorite...

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