Our Process

The Diamond Process: The Fruitful Retirement™

We begin by discovering what is important to you. Then we build a custom financial strategy tailored to your needs and goals. We focus on components necessary to pursue your plan’s success. Please give us a call to learn more.

The Fruitful Retirement™ is our trademarked process of discovering the importance of legacy, wants and needs to you as you manage your wealth. Analysis through The Fruitful Retirement™ produces comprehensive strategies to pursue your unique priorities and is only available to Diamond Wealth Advisor Clients.