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Comprehensive, Three-Step Planning Process

At Diversified Financial Concepts we use an unbiased client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course: 

  1. Assessing Your Needs and Finances
    We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals. 
  2. Preparing Your Plan
    We provide a detailed analysis of your finances, develop a variety of customized strategies, and then offer suitable recommendations to address your future needs.  
  3. Implementing and Monitoring Your Strategy
    Once you select the most suitable approach, we put your personalized plan into action. We will then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary. 

We invite you to call us at 616-551-5780 to schedule a free, no-obligation consolation and discover how we can help you pursue your financial goals.