The Diversified Difference
We invest in your happiness.
Our Focus
It’s our goal to make your life easier and save you time, so that you can spend it doing what you love. We have dedicated financial planners, a full investment team and an entire tax company at your service so that your planning, investments and taxes can be handled holistically in one location. Our planners work with leading psychologists to ask questions that get to the heart of what brings you fulfillment in life – so that you can plan your finances, and your life, around what you love to do. We’re here for you for the long haul, and we’re dedicated to being your partner. Our entire team is here for you every step of the way.
Beyond the Planner
Many financial advisors are a one-person show – they do all of their own marketing, office work, planning, paperwork, transfers, appointment setting, investments, and client communication. At Diversified, you’ll have a full team of people working for you. Your financial advisor is dedicated to creating your financial plan, while the investment team works to manage your investments. Our client experience department is always available to answer your questions and we have a client advisory board so that we can continually incorporate our client’s feedback into our processes.
Client Retention Years Average Tenure Day Response Guarantee Clients Reaching Their GoalsThe Lifelong Planning Process
with Diversified
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1. Let’s get to know each other
We want to get to know you, and you want to get to know us.
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2. Discovery meeting
We’ll review your current finances and discuss your goals. In this meeting, we want to really understand what you’re trying to accomplish in your life, what money means to you and what makes you tick. This helps us focus on a game plan to achieve your goals so that you can live the life you want.
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3. Planning Phase 1
In Phase 1, we’ll go over diagnostics, analysis, coplanning, offline modeling, recommendations and live demos of your portal.
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4. Planning Phase 2
Welcome aboard! Your accounts are linked and you’ll go through an onboarding meeting to acclimate you to everything you need for Lifelong Wealth. You’ll continue with integrated planning and unlimited communication.
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5. Lifelong collaboration
We’re here for the long haul. We’ll communicate frequently with market updates, recommendations, model changes, events, goal reviews and so much more!
A Lifelong Process, with You at the Center
Let’s Get You Back to What Really Matters in Life
We create your financial plan around the goals that help you lead the life you want. By offering planning, investments and taxes in one location, we’re here to save you time and get you back to living the life you love. Throughout our relationship, we’re here to help ease your mind and make your life easier.
We’re TransparentWe’re transparent in how we run our business, and how we communicate with our clients. We believe in over communication – so that you never feel like you’ve missed out on hearing about the market, an upcoming event, or industry news.
More Than Financial PlannersWhile we always strive to be excellent financial planners, we aim to be more than that. You have your own personal CIO here to handle your investment needs. There is an entire team of people dedicated to your client experience and ensuring that your accounts run smoothly. Our network of professionals means that you never need to wonder where you can find an attorney, an estate planner, or an accountant – we’ve got you covered.
