Make room for your next move.
Explore how cash flow, access to capital, and a coordinated strategy can support your business and personal priorities.
The Private Banking Blueprint™
Your capital.
Your control.
Your blueprint.
A coordinated approach to cash flow, private banking, tax strategy, and legacy planning—with Josh and Yaritza Waxman.
APPLY FOR THE BLUEPRINTBegin with a short application. Our team will contact you.
Business ownersInvestorsW-2 professionals
Built around your next chapter
You’ve worked for your capital.
Give it a clearer direction.
Bring your financial priorities into one conversation. Start with where you are today and the future you want to build.
Plan beyond the next deal.
Connect your capital strategy with your investing goals, long-term planning, and the legacy you want to create.
Turn intention into a plan.
Get a structured framework for thinking about income, liquidity, and your family’s financial future.
Inside your Private Banking Blueprint
Six core services.
One coordinated plan.
From understanding your cash flow to mapping implementation, every component has a role in your bigger picture.
Cash Flow Optimization Analysis
A closer look at your current cash flow and the opportunities to align it with your priorities.
Private Banking Architecture
A framework for exploring private banking strategies in the context of your capital needs and long-term goals.
Tax Optimization Strategy
Identify tax-planning considerations to discuss and coordinate with your qualified tax professionals.
Trust & Estate Planning Strategy
Bring your legacy objectives into focus and outline priorities for your estate-planning team.
Private Banking Execution Plan
Translate the strategy into an organized set of next steps and implementation priorities.
White-Glove Service
Personal attention and guidance as you work through your Blueprint.
Added bonuses
Four added bonuses.
Built to take you further.
Your Private Banking Blueprint also includes these four resources and experiences to support your next chapter.
Private Client
Mastermind
A private client setting for focused conversations about strategy, perspective, and putting your plans into action.
Infinite Banking
University
Build your understanding with infinite banking education that supports the ideas behind your Blueprint.
Infinite Banking
Book Set
A dedicated collection of infinite banking books to revisit as you learn, plan, and move forward.
2 VIP Tickets to the
Private Wealth Workshop
Take the learning beyond the page with two VIP tickets to the Private Wealth Workshop.
The people behind the Blueprint
A personal approach.
A bigger picture.
Josh and Yaritza Waxman lead Infinite Capital Solutions with a focus on helping people think more intentionally about their capital, their options, and their legacy.
The Private Banking Blueprint brings those conversations together in a structured experience built around your goals.
Josh & Yaritza Waxman
Infinite Capital Solutions
START YOUR APPLICATIONYour next steps
Start with a conversation
about your goals.
Tell us where you are.
Share a little about your background, household income, goals, and timing in a short application.
Speak with our team.
We’ll review your application and contact you to discuss fit and answer your questions.
Take your next step.
If you decide to move forward, our team will walk you through enrollment and provide your checkout link.
Before you apply
A few things to know.
Who is the Private Banking Blueprint for?
The Blueprint is designed for business owners, investors, and W-2 professionals who want a more coordinated approach to their financial priorities. The application helps our team understand your situation before discussing fit.
What happens after I apply?
You’ll receive an on-screen confirmation. Our team will review your responses and contact you using the information you provide to discuss the program and next steps.
Does applying commit me to purchasing?
No. The application begins the conversation. Enrollment is a separate step after you’ve discussed the program with our team.
What is included?
Your Blueprint includes all six core services and all four bonuses listed above, including two VIP tickets to the Private Wealth Workshop.
Do I need to know how private banking works?
You can apply wherever you are in your research. Tell us what you want to understand and accomplish, and we’ll discuss whether the Blueprint fits your goals.
Your next chapter starts here
Put a plan behind
what comes next.
APPLY FOR THE PRIVATE BANKING BLUEPRINT A short application. A focused conversation. Your next step.