THE DIAZO FINANCIAL PLANNING PROCESS
WHY: To help you become educated so you can make informed decisions about your financial life.
WHAT: A complimentary two-step process to analyze your risk and current financial situation, finalized with a step-by-step process to increase your retirement success.
WHO: Consistent and intentional savers who are looking to partner with a financial advisor to help with their creation of financial independence.
No Cost or Obligation
Find out if you are good fit for us and vice versa before ever paying a penny.
Your Risk Number
Find our where your risk profile is and the current state of your financial plan.
15 Min Discovery Call
Initially we take 15 minutes to get to know one another and your situation.
