What it’s Like to Be a Client.
Working with us means partnering with an advisor who takes the time to understand your priorities and goals, then works with you to build and implement a plan to achieve them. Together, we create a plan that not only addresses the numbers but also puts them into real-life context, considers tradeoffs, and reflects your personal preferences, lifestyle, and habits. The result is a partnership that equips you to make confident, informed decisions about your financial future.
Your Dedicated Financial Advisor
Financial planning at DiversiFi is built around an ongoing partnership with one of our advisors. Your Advisor is your coach, your quarterback, and your accountability partner.
Trusted Partner: Listener, accountability buddy, problem solver, brainstorming partner, motivator. Consider them your co-pilot through every financial decision & life event.
1:1 Support: Regular and on-demand Zoom meetings that create a confidential, judgment-free space to talk finances and plan strategically.
Easily Reachable: Email your Advisor for questions, quick clarifications, or guidance between meetings. Our average response rate during the week is within 48 hours.
The FP Workbook: Your Living Financial Plan
Forget static PDFs—we use a custom-built Financial Planning Workbook (Google Sheets) that evolves alongside you.
Integrated calculators and projections to test scenarios, generate insights, and explore tradeoffs
Tracks income, savings, equity comp, tax estimates, and more.
Shared with you and updated collaboratively. You can also tinker with numbers on your own; we don’t gatekeep. Your workbook is your real-time financial command center and one of the most powerful tools we use in financial planning.
What to Expect in the First Year
We start strong with an onboarding process that includes data gathering, account setup, and getting into a rhythm of meetings with your Advisor. After you’re onboarded and set up, you can expect to tackle various topics and action items with your Advisor. Here is a sample roadmap of what you can expect to experience when you join DiversiFi.
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Build Your Foundation (Month 1 -3)
You and Your Advisor Will:
Meet monthly to build a strong, personal relationship.
Clarify your values, financial goals, and develop an action plan.
Review your income, equity compensation, spending, and taxes.
Organize accounts, automate cash flow, and establish financial priorities.
What You’ll Gain:
A clear understanding of where you stand, what matters most, and what to focus on first, with a system to stay organized and confident.
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Tackle Top Priorities (Months 4-6)
You and Your Advisor Will:
Transition to a quarterly meeting cadence with clear actions between meetings.
Evaluate contributions to 401(k), HSA/FSA, and emergency savings.
Develop strategies for your investments and equity compensation.
Explore rebalancing, diversification, and tax optimization opportunities.
What You’ll Gain:
A personalized plan for investing, saving, and managing equity compensation, plus proactive tax guidance to avoid surprises at tax time.
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Optimize & Strategize (Month 7-12)
You and Your Advisor Will:
Review beneficiaries and account titling.
Discuss upcoming major purchases or life changes.
Plan preliminary reviews for insurance, investments, estate planning, and retirement planning to identify gaps and opportunities.
What You’ll Gain:Confidence that your financial foundation is protected, your plan is forward-looking, and your next big goals are within reach.
Maintain Momentum (Months 12+)
What’s Included:
Ongoing access to your advisor for questions and advice as your life & goals evolve.
Continue to review liquidity needs to ensure optimal cash level for upcoming purchases.
Regularly review tax withholdings and calculate quarterly estimated taxes.
Annual tax return review focused on ensuring accuracy and minimizing errors on your return.
Regularly review your stock vesting schedule and discuss how to address concentrated positions.
Ongoing communications to help you better understand your finances and take action.
What You’ll Gain:
A trusted partner who knows your situation, keeps your plan evolving, and helps you make strategic financial decisions with confidence.
Ongoing Education
When you understand your finances, you gain control. Not just over your money, but over your mindset. We deliver clear education and proactive communication to help you stay informed, aligned with your advisor, and confident in every decision.
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Client Resource Center
Financial education, how-tos, guides, passive investment strategies, and other resources.
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Weekly Wrap-Up Email
Quick, actionable insights on financial planning, markets, and mindset
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Quarterly Newsletter
Curated financial updates summarizing the most important updates & resources from the quarter.
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Proactive Communication
Personalized alerts based on data in your FP workbook to prompt action, considerations, or conversations.
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Blogs
Introductory concepts and deeper dives on a full range of planning topics.
Connecting You With Experts
Your advisor serves as your financial point person, coordinating across all aspects of your finances and bringing in the right specialists when needed. If we don’t have a solution at DiversiFi, we’ll use our referral network to get you the help you need.
We bring the right experts to the table—and make sure they are aligned with your goals.
Real Client Stories
See how others have navigated career transitions, liquidity events, and life changes with clarity and confidence.
Ready to See if it’s a Fit?
Whether you’re just getting started or planning your next big move, we’ll help you build the financial clarity and confidence you’ve been craving.
