We provide personalized guidance for each client. We know that widowed or divorced woman requires a different type of support and guidance necessary to help them cope with the urgent - and delay the not-so-urgent tasks until you have the strength and clarity to act on them. We are available to be an integral part of your team. The many voices of an attorney, accountant, and appraiser can feel overwhelming. Important details may be forgotten. We can help coordinate the activities and help you make sense of it all.
When a woman loses a spouse or is engaged in a divorce, her world is changed. It is often a time of great trauma and anxiety with many new concerns to be resolved. An advisor who has a special sensitivity to women in transition at these difficult times can add to her a sense of confidence, security, and support. Our firm is dedicated to the special needs of women in these times and beyond.
Our team at The Diamond Group provides personalized financial guidance for each client who goes through life’s transitions. Call Marilyn at 925-219-0080 or email firstname.lastname@example.org
Let's Build a Brighter Future for All WomenTM