Get Started
Make sure your finances evolve with you.
You’re evolving as a human —
It’s about giving you peace of mind.
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It’s about
The financial planning process isn’t about just giving you a plan.
Our financial planning fees are 0.1% of net worth with a range of $1,000 - $25,000.
Risk Analysis QuizGet Started
We’ll look at everything (whether we handle it or not) and get a 360° view of your financial wellness with our comprehensive wealth management services to meet your short—and long-term goals and objectives.
We’ll monitor your financial plan to make sure everything is on track with your goals.
• Periodic Evaluation
• Accountability of Execution
Step 6
Activate your plan*.
• Asset Allocation
• Tax Strategies
• Risk Management
• Estate Planning
*Go back and re-read that if you didn’t say it with gusto.
Step 5
Co-design your peace of mind and how we’ll get there together.
• Detailed Recommendations
• Comprehensive Written Report
• Private Financial Web Page (E360°)
Step 4
• Tax Strategies
• Annuities Options
• Risk Tolerance
Analyze your current financial situation, or as we say: “analyze the crap out of it.”
In particular, what do you need to meet your goals?
• Cash Flow
• Insurance
• Asset Allocation
• Savings Plans
Step 3
We gather all you have done in your financial life to this point.
• Investments
• Insurance
• Real Estate
• Estate Plan
Step 2
Let’s get to know you. We’ll discuss your goals, values, dreams and challenges, like:
• Retirement Dreams
• Wealth Management Desires
• Life Goals to Fund
Step 1
Because we take a holistic, full-picture approach, we call our financial planning Elevation 360°. From this bird’s eye view, we consider everything from taxes to 401(k) plans and how they fit into your long-term financial goals.
With this clear picture, we can co-design your financial plan strategically so it fits with your objectives. We’ll also be able to make recommendations and manage your assets so you get the most out of your money. At BlackDiamond Wealth, there are no hidden agendas or sales quotas. We won’t push a product on you because we get a kickback or tell you what to do or invest in a product without considering all angles of your life.
You can rest easy knowing that everything we’re recommending will help you create long-term financial wealth and enjoy your life.
the 360° picture of you.
A financial plan that considers
We want you to understand what’s happening so you’re confident to make financial decisions that’ll get you to your goals.
This is your Money.
We offer a wide range of insurance coverage and benefits to meet your needs.
Insurance
Make the most of your money with solutions co-designed to meet your goals.
Asset Management
Set yourself up for financial success with education, money management, retirement accounts, and more.
Financial Planning
Get Started
Risk Analysis QuizWe’d love it if you did a holistic Elevation 360° financial plan with us, but we’re pretty big into not telling you how to live your life. If you want us to simply manage your money or focus on a few specific solutions, we can do that for you.
You’ll still have education, recommendations to solutions and products that are the right fit for your goals.
And if you do decide you want that financial plan after all? We can easily transition you there.
We provide
The Services
Estate Planning Strategies
Retirement
Account Aggregation
Vault for Personal Documents
Money Management
Fully customized portfolios of ETFs and individual stocks and bonds
Stress testing and portfolio analysis based on your risk tolerance
Tax Loss Harvesting
Tax Efficient Allocations between non-retirement and retirement accounts
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Key Person Coverage
Property and Casualty Insurance*
(Home, Auto, Umbrella)
*The CFP and Board of Ethics requires us to tell you that Property and Casualty insurance is offered through BlackDiamond Insurance Services or an outside broker.
Get Started
We offer a wide range of insurance coverage and benefits to meet your needs.
Insurance
Make the most of your money with solutions co-designed to meet your goals.
Asset Management
Set yourself up for financial success with education, money management, retirement accounts, and more.
Financial Planning
We’d love it if you did a holistic Elevation 360° financial plan with us, but we’re pretty big into not telling you how to live your life. If you want us to simply manage your money or focus on a few specific solutions, we can do that for you.
You’ll still have education, recommendations to solutions and products that are the right fit for your goals.
And if you do decide you want that financial plan after all? We can easily transition you there.
We provide
The Services
Estate Planning Strategies
Retirement
Account Aggregation
Vault for Personal Documents
Money Management
Fully customized portfolios of ETFs and individual stocks and bonds
Stress testing and portfolio analysis based on your risk tolerance
Tax Loss Harvesting
Tax Efficient Allocations between non-retirement and retirement accounts
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Key Person Coverage
Property and Casualty Insurance*
(Home, Auto, Umbrella)
*The CFP and Board of Ethics requires us to tell you that Property and Casualty insurance is offered through BlackDiamond Insurance Services or an outside broker.
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Ignite your financial freedom with our holistic approach to financial planning and education using a custom strategy based on your goals.
