The holidays hurt this year! What can I do to budget better for the holiday season?
The holidays hurt this year! What can I do to budget better…
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Diversity-Forward
FINANCIAL ADVISING
Control Your Money On Your Own Terms
Financial Planning & Advising For Today
Investing is integral, and has been ingrained in our society for centuries. But today’s world is different from the world in which investment was born. Modern life is vibrant, diverse, and fast-moving. It’s full of people like you — young entrepreneurs and female investors who don’t fit the traditional mold.
Big-name financial advising services aren’t one-size fits all, which is where DiFi Advisory can step in. We start conversations. We’re excited about your growth. We’re committed to serving a diverse community. And most importantly: we want you to feel like you have power over your investments — because you do.
DiFi Advisory
Other Firms
Work With DiFi Advisory
Schedule a discovery call today and see how DiFi Advisory is different.
Financial Planning & Advising For Today
Investing is integral, and has been ingrained in our society for centuries. But today’s world is different from the world in which investment was born. Modern life is vibrant, diverse, and fast-moving. It’s full of people like you — young entrepreneurs and female investors who don’t fit the traditional mold.
Big-name financial advising services aren’t one-size fits all, which is where DiFi Advisory can step in. We start conversations. We’re excited about your growth. We’re committed to serving a diverse community. And most importantly: we want you to feel like you have power over your investments — because you do.
DiFi Advisory
Other Firms
Work With DiFi Advisory
Schedule a discovery call today and see how DiFi Advisory is different.
DiFi Advisory
– Diverge From Ordinary –
DiFi Advisory Financial Services
– Diverge From Ordinary –
HOW TO GET STARTED:
Your First Steps
with DiFi Advisory
The Process
- DISCOVERY MEETING
Think of it like a first date. This is where we get to know each other and see if we vibe. After all, we can provide the best advice in the world, but if it doesn’t jibe with how you operate, then it is all for naught- and we don’t want that! We also give a high-level overview of our process and what you can expect if you work with us. - COMMITMENT CONTRACT
This is when you decide you would formally like to work with us. We complete all necessary contract and account opening paperwork, and if we are managing your investments we move them over as well. - COLLECTING DATA / MOVING ACCOUNTS
This is where we get down to the nitty-gritty. Depending on what your goals are and what you want our assistance with, this is where we compile all your information so we can get a basis for where you are at in relation to your goals. From there we create the roadmap to help you get to where you want to be. - COMPLETING THE FINANCIAL PLAN
This is where we review in detail your plan and what you need to do to get to where you want to go. It is up to you whether you want to take the reins after the plan is complete and call us only when you need help or guidance, or continue working with us on an ongoing basis. If you choose to continue working with us, there is usually a reduction in price (barring fundamental goal or life changes). With the bulk of the groundwork already done, anything else should be a few tweaks here and there as life continues.
Your First Steps
with DiFi Advisory
How to Get Started
- DISCOVERY MEETING
Think of it like a first date. This is where we get to know each other and see if we vibe. After all, we can provide the best advice in the world, but if it doesn’t jibe with how you operate, then it is all for naught- and we don’t want that! We also give a high-level overview of our process and what you can expect if you work with us. - COMMITMENT CONTRACT
This is when you decide you would formally like to work with us. We complete all necessary contract and account opening paperwork, and if we are managing your investments we move them over as well. - COLLECTING DATA / MOVING ACCOUNTS
This is where we get down to the nitty-gritty. Depending on what your goals are and what you want our assistance with, this is where we compile all your information so we can get a basis for where you are at in relation to your goals. From there we create the roadmap to help you get to where you want to be. - COMPLETING THE FINANCIAL PLAN
This is where we review in detail your plan and what you need to do to get to where you want to go. It is up to you whether you want to take the reins after the plan is complete and call us only when you need help or guidance, or continue working with us on an ongoing basis. If you choose to continue working with us, there is usually a reduction in price (barring fundamental goal or life changes). With the bulk of the groundwork already done, anything else should be a few tweaks here and there as life continues.
Divergent Financial Advisory
PLAN YOUR POTENTIAL GROWTH
Your wealth doesn’t just sit and collect dust. Over time, it adds up. Whether you’re saving for a home or planning for your retirement; DiFi Advisory can help you plan for a better future.
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Financial Advising Your Way
– Read Our Blog –
I’m a business owner. What retirement plan should I choose?
I’m a business owner. What retirement plan should I choose? Being a…
Contact Us
LET US INVEST IN YOUR FUTURE
As a woman-owned and operated business, we understand how important it is for everyone to invest in their wealth and well-being. DiFi Advisory is here to help lay the financial foundation for a diverse future for all.
Contact Us
LET US INVEST IN YOUR FUTURE
As a woman-owned and operated business, we understand how important it is for everyone to invest in their wealth and well-being. DiFi Advisory is here to help lay the financial foundation for a diverse future for all.