Why Divergent Planning

We diverge from both large, multi-national companies and many independent advisors. Here, your financial plan won’t be solely focused on your investment portfolio (though that is a crucial component) but will incorporate all areas of your money. We offer:

Adaptable financial planning:

Your financial plan is an ever-changing, ongoing project that adjusts to the transitions of your life.

Ensemble approach:

You work with a lead advisor while receiving the benefit of all team members’ expertise.

Transparency:

Our technology can provide you a real-time picture of your finances whenever and wherever you want it.

Accountability:

We have developed processes so that you have the comfort of knowing that your next meeting and action items are always on the calendar.

Tax planning:

We will draw on our in-house expertise to integrate tax strategies with your financial plan and will work with your CPA as well.

Planning for the
long term:

We stay current on changes to laws and trends that affect clients and have structured our firm to be here for the long term.