Lifelong Advice Model

Our Lifelong Advice Model considers the quantitative and qualitative aspects of your life, such as:

  • Quantitative Aspects: Investments, insurance, and taxes.
  • Qualitative Aspects: Your personal goals, career decisions, relationship with money, and your family legacy.

We’ll walk you through our Lifelong Wealth Planning Process at our first meeting and we’ll continually refer back to its simple wisdom. Great outcomes are often a result of a simple, but wise process.

Lifelong Advice Model

Lifelong Blog

The 2019 Version of Myself Stunk at Everything!

The 2019 Version of Myself Stunk at Everything!

As you can see from the title, I think very highly of myself (haha). With yearend approaching (where the heck did it go?), it’s time for reflection. I love this time of year, as holidays, family, time off, and new beginnings are upon us. However, I mainly get a little...

My Father Taught Me “Cash Is King”

My Father Taught Me “Cash Is King”

I was just telling this story the other day, and I’m not sure why it sticks with me so much. But it does. In my early 20s, I never had cash on me (and I mean never). This always drove my father nuts. I had credit and debit cards; he had cash and cash. We were truly a...

What’s Measured & Watched Gets Done

What’s Measured & Watched Gets Done

Our Process for Achieving Goals There’s an old saying: “what gets measured, gets done.” I’ve read it many times in different business books and can attest to it in my personal life. For instance, I’ve been wanting to lose a few pounds (like 15-20) to be healthier. I...



50 POINT WEALTH CHECK-UP

When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

50 Point Wealth Checkup

Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.

Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site 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.