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Beyond Financial Planning

Your happiness is our goal.

Your happiness is central to all that we do, we go beyond financial planning

Here’s where we start:

Beyond Financial Planning | DE | PA | Diversified Lifelong Advisors
Beyond Financial Planning | DE | PA | Diversified Lifelong Advisors

How do we help you determine your goals and what makes you happy?

  • We work with psychologists to train our advisors and staff so that we understand the questions to ask to get to the heart of what truly makes you happy, so that we can align your financial and life goals with your happiness
  • Your personal goals, career decisions, relationship with money and family legacy all impact your life, and we take each factor into account when creating your financial plan
  • At Diversified, we run happiness courses each quarter with a happiness coach, to help you hone in on your goals and happiness in every aspect of your life
  • Once you retire, our Spend and Replenish process gives you peace of mind by understanding how your money will continue to pay you during your retirement years – so you can focus on what brings you happiness each day
WHO

We’re a comprehensive financial planning firm with financial planners and advisors, investment officers, a client experience team, office administrators, a CEO, a CIO, and numerous back office team members here to make your experience excellent.

WHY

Your happiness is our why. We focus our entire business around helping our clients meet their goals, so that they can live a happy and fulfilling life. Your happiness is our happiness, and that’s why we do what we do.

HOW

We offer comprehensive financial planning, focusing on your goals that bring you happiness in your life. Your happiness is central to all that we do. We have a Lifelong planning process and continually advise and educate you throughout our relationship. We also offer a broad network of professionals, including CPAs and attorneys, estate preparers, and notaries– anyone you need to make your life easier.

Beyond Financial Planning | DE | PA | Diversified Lifelong Advisors

Once we understand your goals, how do we get there?

We have a two-phase planning process, phase 1 (Onboarding) and phase 2 (Integrated Planning).

  • ONBOARDING

    • Offline modeling
    • Diagnostics
    • Analysis
    • Co-planning
    • Recommendations
  • INTEGRATED PLANNING

    • Integrated planning
    • Live modeling
    • Re-forecast models
    • Track progress and benchmarks
    • Confirmation and validation
    • Implementation of recommendations
    • Asset management
    • Estate, tax 7 family planning
    • Unlimited communication
    • Proactive & reactive relationship
    • Private client engagements and events
    • Co-planning
    • Educate
    • Communicate

The Diversified Difference

Are you ready for Lifelong Wealth?

Contact us today for a consultation.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.