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 $500 - $25,000.

Risk Analysis Quiz

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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 Quiz

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.

Risk Analysis Quiz

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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