Work With Us
Being a fiduciary firm means that it’s our duty to advise with your best interests in mind—not ours. In order to do this, we have a data collection process to ensure that we fully understand your financial situation and goals so that we can advise you & your family accordingly.
Our goal is to make the process of becoming a client as simple and straightforward as possible so that you can start meeting with your advisor within 2-3 weeks of making the decision to work with us.
Included Benefits for All Subscription Levels
Personalized Financial Model & Account Consolidation.
Personal Financial Planning Workbook with tabs for budgeting, net worth, equity compensation, tax, and more!
Ongoing financial education from our team and your Advisor.
Access to the Client Resource Center, our client-only portal.
Weekly Wrap-Up email including financial education, action items, weekly market performance, and announcements.
Annual review of your tax return to provide feedback before you file.
Should you decide to work with us, to get started we’ll need:
Completion of our Financial Planning and/or Investment Advisory Agreement(s).
Your most recent Tax Return, paystubs, & vesting schedule(s) for equity (if applicable).
Payment of $500 for a one-time Onboarding Fee.
What to Expect
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Chat with Us
Schedule a free consultation with a member of our team to learn more about our company, services, and tools. This call is intended to help you determine if you’re a good fit for our services and allow you to meet your advisor before you decide. We’ll also demo our tools so you can get a feel for the client experience.
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Sign Up
After matching with your Advisor and deciding to sign up, you will be sent an Agreement via DocuSign which will need to be completed to get started with DiversiFi. Once signed, we will get you set up on automatic payments for your Financial Planning subscription before your first meeting.
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Get Setup
After the agreement is signed, we will begin collecting your financial data to input into your personalized Financial Planning Workbook. Your workbook will have tabs to input data for your net worth, budget, past spending, investments, tax, equity compensation, risk tolerance, and more!
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Start Meeting
Let the fun begin! Once you’re signed up, you can begin meeting with your Advisor on a regular schedule. You can expect to meet more frequently with your Advisor as you get setup in the first ~6 months, with the goal to meet quarterly thereafter. You can always email your Advisor between meetings.
