Everyone is different. Because of that, we take the time to get to know our clients and their specific desires, hopes and dreams. Our process is simple and developed from years of experience and client success.
Step 1 – To customize a successful financial strategy, we need to truly understand who you are and what your goals are. Our first step is to sit down and learn about you. We know you may have a busy schedule and we will work around it to find the best meeting time. During the meeting, we’ll review your current financial status including life insurance, assets, and budget.
Step 2 – Then the team at Diverse Financial Strategies reviews and analyzes all of your inputs to develop the most effective customized strategy for you.
Step 3 – We meet for a second time to go through the options and solutions in detail. Of course, through the entire process your questions will be answered. I’ll personally make sure you understand every detail of your plan.
Step 4 – The plan will be implemented, and we will monitor its progress. Periodic meetings will be scheduled for review and to facilitate any necessary adjustments.