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Financial Planning

What is Financial Planning?

Ask 10 people what Financial Planning is and you will get 10 different responses.

At Diamond Equity Advisors, Financial Planning is the Blueprint to your Financial well-being.

Let’s start here.

If you were building your Dream Home from the ground up, who would be the first contractor you would hire?

More than likely the architect. Right?

Why?

Because before you can start building your dream home, you NEED to have the drawings on paper first. Make sense?

Would you go out and start buying furniture before you even knew what the house was going to look like?

NO. That would be ridiculous.

Well that is what over 70% of Americans who don’t have a written financial plan are doing.

They have all kinds of investment and insurance accounts.

Well that is what over 70% of Americans who don’t have a written financial plan are doing.

They have all kinds of investment and insurance accounts.

  • Some term insurance over here
  • A 401k over there. An IRA here. Maybe an Annuity
  • A pension plan. Some stock
  • A cryptocurrency account
  • Some real-estate
  • A business

BUT NO PLAN.

So they have no idea how these pieces fit together or what is missing.

SOUNDS FAMILIAR?

Is this you?

We believe a financial plan should consist of 6 Components.

  • Cashflow Management / Budget
  • Risk Management / Insurance
  • Retirement Planning / Future Cashflow Projecting
  • Investing / Asset Selection
  • Tax Planning and Optimization
  • Estate Planning

Why?

Because before you can start building your dream home, you NEED to have the drawings on paper first. Make sense?

 

Would you go out and start buying furniture before you even knew what the house was going to look like?

"Peace of Mind comes with having a plan and not having to guess."

- Perry Jeffries III

READY TO GET STARTED?