Diversity-Forward

FINANCIAL ADVISING

Control Your Money On Your Own Terms

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
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ONE ON ONE MEETINGS

DiFi Advisory investment managers always meet clients before deciding on investment or capital management plans.
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TAILORED PLANS

After we meet, we focus on devising a plan that works for your future goals.
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SIMPLE MONTHLY FEE

Fees are simple with DiFi — we disclose all
our fees upfront.
Other Firms
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COOKIE CUTTER PORTFOLIO

Cookie cutters might work for cookies, but cookie cutter portfolios don’t work for modern investors.
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NO SALESLY CHECK–INS

Your wealth management plan should work on day one. Avoid unnecessary plan add-ons with DiFi.
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MULTIPLIED BILLING RATES

Why pay for overhead? You deserve complete transparency with each billing cycle.

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
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ONE ON ONE MEETINGS

null

TAILORED PLANS

null

SIMPLE MONTHLY FEE

Other Firms
null

COOKIE CUTTER PORTFOLIO

null

NO SALESLY CHECK–INS

null

MULTIPLIED BILLING RATES

Work With DiFi Advisory

Schedule a discovery call today and see how DiFi Advisory is different.

DiFi Advisory

– Diverge From Ordinary –

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INVESTMENT MANAGEMENT

Your nest egg is in good hands with DiFi Advisory’s investment management team.
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INVESTMENT PLANNING

Want to invest but want some help? Our independent financial investment advisors have your back.
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FINANCIAL PLANNING

All personal growth starts with financial planning. Let us help you grow financially!
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LIFE INSURANCE

Financial planning doesn’t stop when you’re gone. DiFi helps plan life insurance for the future.

DiFi Advisory Financial Services

– Diverge From Ordinary –

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INVESTMENT MANAGEMENT

Your nest egg is in good hands with DiFi Advisory’s investment management team.
null

INVESTMENT PLANNING

Want to invest but want some help? Our independent financial investment advisors have your back.
null

FINANCIAL PLANNING

All personal growth starts with financial planning. Let us help you grow financially!
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LIFE INSURANCE

Financial planning doesn’t stop when you’re gone. DiFi helps plan life insurance for the future.

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.

Stay In Touch

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Stay In Touch

Sign Up for Our Newsletter

Financial Advising Your Way

– Read Our Blog –

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.

Name(Required)
Current Zip Code(Required)
First time contacting DiFi Advisory?
Best times for contacting? (Check all that apply)
Investment Needs (Check all that apply)

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.

Name(Required)
Current Zip Code(Required)
First time contacting DiFi Advisory?
Best times for contacting? (Check all that apply)
Investment Needs (Check all that apply)