Financial Planning

There are two primary ways to create passive income for your financial future:

  1. People working for you, that’s called a business
  2. Money working for you, that’s called investing 

Ask us how to double your money in 9 years or less?
Now, that’s motivation to invest your money!

Wealth Directions offers you a trusted advisor who has experience across financial and tax disciplines. We will spend the time to help you manage and coordinate various aspects of your financial life.

We then set out to create a framework from which you can make informed decisions about your money.

We find mixed emotions are a large part of financial planning, as is anything involving money. Creating a decision-making framework allows these emotions to have their place, but not be the sole basis for your future choices.

Another portion of what we do is “Unexpected Wealth Planning”. Unplanned monetary events in life can bring an unexpected bout of emotions which can lead to decisions based purely on those feelings.

Common events are:

  • Retirement lump-sum payouts
  • Insurance settlements
  • Sale of a business
  • Large employments contracts
  • Inheritances
  • Lottery winnings

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Welcome to

Garfield A. Fray,
Managing Partner



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Phone: 1.416.300.0911