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OUR PROCESS

Simple, streamlined planning to meet your goals.

  • Online Plan

    600$
    Every month
    Private Assessment & Guidance via Video Conferencing Service
    Valid for 2 months
    • I'm a benefit
    • I'm a benefit
    • I'm a benefit
    • I'm a benefit
    • I'm a benefit

  • In Person Plan

    1,000$
    Every month
    In Person Assessment & Guidance at the Clinic
    Valid for 2 months
    • I'm a benefit
    • I'm a benefit
    • I'm a benefit
    • I'm a benefit
    • I'm a benefit

As life changes, so does your plan.

Schedule an appointment to discuss a financial plan designed for your real life

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jj@diamondlifeplanning.com

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Diamond Life Planning. Diamond Life Planning is a separate and unaffiliated entity from Simplicity Wealth. ADV Part 2 Form-CRS

© Diamond Life Planning

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