The FDP Story

At Financial Diligence Partners (FDP), our vision is to be a one-stop shop for the financial planning needs of emerging affluent clients within the greater Orange County area. We strive relentlessly to thoroughly understand each of our client’s unique situations and financial goals and have a long-standing history of providing excellent service through holistic and sophisticated financial planning solutions that help our clients achieve financial freedom.

We have a strong moral compass and value ourselves as a firm of integrity, morality and ethics. We firmly adhere to our Code of Ethics policy in our daily business dealings and all that we do

How We Can Benefit You

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    Improve Your Lifestyle

    We explore income enhancement and expense reduction strategies which may improve your lifestyle and create discretionary income.

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    Minimize Taxes

    Help identify ways to minimize taxes which may free up cash for spending and investments.

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    Reduce Stress

    We help organize your financial information which may help reduce uncertainty and stress.

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    Protect What Matters

    We design risk management strategies to help you protect the people and things that matter to you.

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    Wealth Transfer

    We work with you and your existing advisors to review your estate plan and recommend strategies to efficiently transfer wealth to heirs.

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    Stay Focused

    We develop, plan, implement and review recommendations to help you stay focused on reaching your goals

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    Prioritize Your Goals

    We help to define and prioritize your financial goals to articulate your expectations.

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    We help you manage the value of your business interests as well as recommend strategies to help recruit, retain and reward your employees

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