About Infinite Summer Financial Planning
Infinite Summer Financial Planning was founded with a simple mission: to help educators and families gain confidence in their financial decisions and build lives full of purpose and possibility. As a fee-only fiduciary, we always put your best interests first—no commissions, no sales pitches, just honest, personalized advice.
Meet Adam Cole
I’m a high school math teacher, coach, and financial planner based in Needham, Massachusetts. With over a decade of experience teaching personal finance, I’ve seen firsthand how important financial literacy is—especially for teachers and families trying to balance student loans, childcare, retirement, and college savings.
I started Infinite Summer to bring approachable, trustworthy guidance to the people who need it most. My goal is to help you feel calm, clear, and confident about your money—so you can focus on what matters most.
Whether you’re preparing for your first 403(b), wondering how to afford college, or just trying to make the most of your paycheck, I’m here to help you make smart choices without the jargon.
What Can I Do for You?
Whether you’re a teacher navigating retirement options, a family trying to balance college savings with daily expenses, or someone just looking for clear and honest financial advice—I’m here to help.
With Infinite Summer Financial Planning, you’ll get:
A personalized roadmap for your money—aligned with your goals and values
Guidance through big decisions like buying a home, switching careers, or funding college
Investment advice that’s low-cost, transparent, and built around your risk tolerance
Tools and coaching to take control of your cash flow and save with purpose
You’ll never get a sales pitch or a product push—just honest advice from someone who understands the real-life challenges educators and families face.
Ready to Get Started?
Let’s build your financial plan together—so you can spend less time stressing about money and more time doing what you love.
No pressure — just a friendly 30-minute conversation to explore your goals.
Having trouble? Click here to open the scheduling page.