Discover Your Financial Future with the

Diamond Process: The Fruitful Retirement™

At Diamond Wealth Advisors, we understand that every client’s financial journey is unique. Our bespoke approach, The Fruitful Retirement™, begins with a deep understanding of your personal goals and values. We then craft a tailored financial strategy to help you achieve your aspirations. Experience the clarity and confidence of a customized financial plan designed to guide you towards a prosperous and fulfilling retirement.

  • FINANCIAL FREEDOM
  • RELATIONSHIP
  • UNDERSTANDING
  • IDENTIFY
  • TRANSPARENCY
  • FINANCIAL PLANNING
  • UNIFICATION
  • LIVE YOUR PURPOSE

Three Types of Wealth

Discover the three wealth types and how they can transform your retirement planning with Jim DeGaetano, founder of Diamond Wealth Advisors. In this insightful video, Jim explains how identifying whether you are a pear, an apple, or a strawberry can simplify your financial strategies and help you achieve a fruitful retirement. Watch now to learn how to align your needs, wants, and legacy with your wealth type for a secure and fulfilling future.

Diamond Process

Introduction

Good Fit Call
Initial opportunity to determine compatibility.

Discovery

We dive deeper into your goals and personal needs and concerns to ensure we are on the same page.

Data Gathering

We’ll provide you a customized list of documents and information needed to build out your personalized game plan.

Proposal

Based on your goals, risk profile and current financial picture, we deliver a personalized plan for you to consider.

Implementation

Once you’re happy with your game plan, it’s time to step into action!

Fruitful Engagement

We focus on your money so you can focus on what’s important to you.

30 Day Implementation

You can be as involved in your wealth plan as you’d like thanks to the Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.

90 Day Check-In

Once your wealth plan is in motion, we reach out after 90 days to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.

On-going Review

Early retirement? European vacation? No matter what your idea of “true wealth” is, we will meet with you annually to develop a personalized wealth plan to help you pursue your goals.

Discover how The Fruitful Retirement™
can help you achieve your financial dreams

Schedule a call with Diamond Wealth Advisors today and take the first step towards a prosperous and fulfilling retirement.

Meet with Diamond Wealth Advisors