Our Why is Happiness
Helping you uncover and achieve your life’s goals brings us happiness.
What We Do
We Believe We're Different from Other Financial Advisors Discover the Diversified Difference, and what it means for you:
Most advisors do this
Many financial advisors take a look at your financial situation to understand your assets, debts, taxes, income, and everything that makes up the snapshot of your finances.
some do this
Some financial advisors take this process a step further and ask you about your goals, and what you’d like to achieve. At Diversified, we take your goals seriously and find that what’s watched is achieved, so we routinely focus our attention on your goal progression.
but here’s the diversified difference
We actually care about what makes you happy. Other financial advisors and planners may not take your true happiness into account when planning your finances and goals, and we do. We want to ensure that your true happiness is at the heart of your financial plan, and that your goals revolve around what makes you happy, resulting in a financial plan that centers on your happiness. Tying your wealth to your health and happiness is what we believe sets us apart from everyone else in this space.
Diversified by the Numbers Our clients love our service, and you will too. Here’s some of the numbers that set us apart from the crowd:
Our Core Values We live by our core values daily, in our business and our lives.
Unwillingness to accept the status quo
We constantly strive to improve our business and ourselves by challenging how we have always done things to find a better, more efficient and more productive path forward.
We foster a culture of caring, both in our business and in our personal lives. We genuinely care about each of our clients, our business as whole, our coworkers, and our community, and we work together each day to make the world we live in a more caring place.
Our clients are the heart of our business. Everything we do is centered around our clients, and we’re here for each of you for the long haul. We go above and beyond to ensure that each of our clients knows that we care about them individually, because without our clients we’re nothing.
First class client communication
Client communication is our priority. We know that entrusting us with your money is a privilege, and we don’t take that privilege lightly. We err on the side of over-communication, because we want you to know, every step of the way, that we’ve got your back and that we’re focused on your goals. Client communication is so important to us that it is part of our guarantee – we guarantee that when you contact us, we’ll respond to you within the same business day. We also keep you up-to-date with the market, our blogs, webinars and other newsworthy items via our newsletters, website, blog series and social media.
Everyone has a voice
Within our business, everyone has a voice, and no voice is more important than any other. Some of our best ideas have been implemented by the person handling the day-to-day task. We value each employee at Diversified, and we value every voice. Our business is transparent and we encourage everyone to share their amazing ideas and perspectives so that we can grow together.
At Diversified, we are all accountable for our own actions. We take responsibility for our roles, and we pitch in to help each other out. We put our clients and our business first, and we hold each other accountable for what we say we’re going to do. When we make a promise, we keep it.