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DiversiFi Capital
About DiversiFi
Meet the Team
Our Core Values
Financial Planning
Overview
Tech Layoff Package
Wealth Management
Overview
Methodology
Our Portfolios
Covered Calls
Client Experiences
Education
All Posts
Equity Compensation
Estate Planning
Budgeting
Get to Know Us
Insurance
Investing
Tax
Resources
Client Resource Center
FAQs
Get Started
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8 Steps to Consolidate Finances for Couples
Budgeting DiversiFi Capital 5/12/25 Budgeting DiversiFi Capital 5/12/25

8 Steps to Consolidate Finances for Couples

This post dives into 8 steps on how to consolidate finances as a couple.

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10 Tips on How to Combine Finances as a Couple
Budgeting DiversiFi Capital 1/22/25 Budgeting DiversiFi Capital 1/22/25

10 Tips on How to Combine Finances as a Couple

This post dives into 10 tips on how to combine finances as a couple.

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10 Things to Do Right Away if You’re Laid Off
Tax, Investing DiversiFi Capital 2/2/24 Tax, Investing DiversiFi Capital 2/2/24

10 Things to Do Right Away if You’re Laid Off

It’s important to understand the financial impact of your job loss and strategize the next steps. In this post, we share 10 actions you should take if you’re unexpectedly let go from your company.

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The end of Mint: Our zero-based budgeting philosophy and why we believe in Monarch Money
Investing, Tax DiversiFi Capital 11/16/23 Investing, Tax DiversiFi Capital 11/16/23

The end of Mint: Our zero-based budgeting philosophy and why we believe in Monarch Money

The impending shutdown of Mint signifies the end of an era. With this news being so fresh, we’ve spent some time researching and testing a few platforms, and will continue to dive deeper into various budgeting apps.

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