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PRIVATE WEALTH MANAGEMENT

Manage Your Money with Confidence

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Diamond Life Planning redefines the way assets are managed. We’ll help you discover an optimal balance between market exposure and income and principal security.

As life changes, so does your plan.

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

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A Plan Built Just for You

Your plan will be handcrafted and specifically designed to help you reach your goals. You’ll see  percentage breakdowns of recommended scenarios to meet your needs, wants, and wishes.

Your Estate Under One Roof

Diamond Life Planning will position all of your assets to work symbiotically and efficiently under one plan. This allows for easy access to view your accounts all under one roof.

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As women, we take care of everyone else first

Schedule your free strategy session today and make yourself a priority

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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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