What Makes Financial Diligence Partners Different?
What makes Financial Diligence Partners different is the level of personalized service, attention and contact we have with our clients. We practice individualized client-based planning verses a preprogrammed “one size fits all” planning approach. Our unique and thorough financial planning processes are designed to help walk our clients through their current situation, identify their financial goals and develop an individualized action plan for reaching them.
A major differentiator, and one of the main keys to our success over the years, is an annual review meeting we schedule with each of our clients. This meeting allows us to maintain a personal, trusted relationship that so many clients desire in a financial advisor. At the same time, it allows us to monitor the progress of their retirement plan and make appropriate adjustments as their financial needs or goals change.