Professional Financial Planning - The Diamond Group

Financial Planning

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Financial planning is one of the three points The Diamond Group focuses on with all our clients. We believe that Estate Planning, Financial Planning, and Tax Preparation work together to provide our clients with a positive financial future.

Each person seems to define “financial planning” differently.  Financial planning is both an art and a science.  The science part is about the numbers, generating reports and analyzing data.  The artistic side of financial planning is all about listening and bringing the pieces of your situation together to create a masterpiece.

The best financial decisions are made from a place of understanding based in fact.  All too often our emotions get into the mix and we have the potential to make decisions that are not in our best long-term interests.

How do we get to a place of confidence?  The Diamond Group knows that education can lead to confidence.  Our philosophy is all about learning together so you can make positive financial decisions. Some advisors out there believe in making decisions for you and then talking you into following the recommendations.  This does not happen at The Diamond Group.  We listen, then we listen again, and finally, we listen some more.  This takes time, but it is better to relax into a decision that is right for you than it is to urgently grasp at a decision out of thin air.

Every plan we assemble is unique to each client, from the reports and tools used to illustrate your situation to the personalized recommendations that make the plan practical to your life and circumstances. A holistic perspective produces decisions that fit the multidimensional lives we all lead.

A financial plan should include but is not limited to:

  • Net Worth Analysis
  • Estate Planning
  • Education Planning
  • Cash Flow Management Techniques
  • Retirement Income Planning
  • Insurance and Risk Analysis
  • Investment Evaluation and Strategy

Financial products are also important to pursuing your objectives. As independent advisors, we are able to search the full universe of product vendors to find the best fit for each client’s needs.