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Financial Planning with The Diamond Group Wealth Advisors

Your Prosperity Planning Process includes your customized plan with strategies and tactics focused onWealth Accumulation, Wealth Protection through Insurance and Wealth Preservation to support your legacy. We collaborate with you every step of the way, always at your side, to guide you through life stages while honoring what matters to you most.

The Diamond Group Wealth Advisor’s Prosperity Planning Process provides actionable steps to help support your financial goals while understanding how you work, what motivates and inspires you:

1. Discovery - Start where you are. We meet you to hear your stories, understand your values, including your lifestyle and financial goals. We provide an initial assessment of your current financial state of affairs to help set the stage.

2. Your Prosperity Plan - We present a comprehensive analysis of your current financial situation, together with recommendations to bridge the gap between where you are and your financial goals. With the use of Your Financial House Plan, each room is visited to highlight and expose opportunities for wealth accumulation, wealth protection with insurance and wealth preservation.

3. Mutual Commitment to Prosperity - With the understanding of your goals, needs and opportunities, we meet to reach a mutual decision. Whether we can add value to your financial journey and if we should proceed to be of service to you.

4. 45-Day Follow Up - Ensure that any investment actions, insurance, or other transactions are properly reviewed with proper written status and next steps.

5. Regular Progress Reviews - Armed with an optimal plan for you to reach your financial goals,we help you manage and keep track of your progress. Recognizing that situations and goals change, we review any new developments in your personal, business or financial situation and how it impacts your financial goals.

We are dedicated to supporting our clients in navigating through all the stages of their lives. Education plays a significant role in our approach in guiding clients through their financial journey. We believe that with the full understanding of their current situation, awareness of potential risks and highlighting opportunities for growth, key decisions are made.

Our focus extends beyond strategies for Wealth Accumulation and Preservation for our clients. It also prioritizes understanding their aspirations and the causes they care about deeply. For The Diamond Group Wealth Advisors, that is the definition of True Wealth Management.


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