We Plan, We Don't Predict
Our Process, Your Plan
1. Assess where you are and where you want to go
2. We put together a gameplan
3. If you decide to move forward, we work together to execute your plan
One Time/First Year Financial Planning
Ideal for your big-picture financial strategy.
Starting at $1,500, our Full Financial Planning package includes:
- Goal setting and customized financial roadmap
- Cash‑flow organization and budgeting support
- In-depth RightCapital report (insurance, retirement, debt strategy, college funding)
- Portfolio risk analysis
- A concise, one-page written financial plan
- 3–5 meetings to build your plan + 1 review session
- Unlimited email support and plan updates throughout the year
- Referrals to vetted professionals and/or services (tax, legal, etc.)
Add‑On Services (priced separately based on your needs):
Tax planning • Family finance meetings • Collaborations with other advisors • Monthly cash‑flow reviews • Long‑term care & estate planning • Business planning (buy‑sell, succession, key person insurance, etc.) • Extra meetings beyond included reviews
Ongoing Financial Planning
Perfect for clients committed to ongoing financial success.
Starting at $1,000/year, the ongoing plan includes:
- Annual goal check-in and roadmap updates
- Cash‑flow refresh and re-budgeting
- Updated RightCapital with full financial snapshot
- Portfolio risk-review updates
- 2 virtual review meetings per year
- Unlimited email access and yearly plan adjustments
- Continued access to vetted professionals
Additional services available a la carte—see Add‑On Services to the left.
Investment Management
Dedicated portfolio oversight, standalone or bundled.
Asset-Based Annual Fees (divided and charged monthly):
- $0 – $1M: 0.9%
- $1M – $3M: 0.70%
- $3M+: 0.55%
Includes:
- Tailored investment advice aligned with your plan
- Automatic portfolio rebalancing
- Tax-loss harvesting and tax-efficient strategies
- 401(k) integration
- Behavioral coaching to help you stay on track
- Account consolidation and simplification
- Full RightCapital and financial dashboard via Altruist
- Access to advanced planning as needed
Note: Additional fees may apply for third-party fund expenses or extraordinary services.
VIRTUAL FAMILY OFFICE SERVICES FOR Modern Wealth Management
At Diamond Wealth Partners, we offer a cutting-edge Virtual Family Office (VFO) experience—designed to make comprehensive financial planning more accessible, efficient, and personal than ever before.
What Is a Virtual Family Office?
A Virtual Family Office is a modern approach to wealth management that brings together financial planning, investment management, estate planning, tax strategy, and other professional services under one virtual roof. By leveraging secure technology, we deliver the full-service experience of a traditional family office—without the limitations of location or schedule.
Why Choose a Virtual Family Office?
We understand that your time is one of your most valuable assets. That’s why we’ve built a virtual financial planning model that allows us to connect with you—anytime, anywhere—while still maintaining the high-touch, personal service you deserve.
Benefits of working with our Virtual Family Office:
- Flexible scheduling for initial and ongoing meetings
- Paperless processes and secure digital document sharing
- Real-time video conferencing for clear communication
- Streamlined financial planning from the comfort of your home or office
- Continued personal connection without geographic constraints
Whether we're reviewing investment strategies, estate plans, or tax-saving opportunities, our virtual platform ensures we stay aligned and productive—no matter where life takes you.
A Modern Wealth Management Experience
Through our virtual financial advisory services, we make collaboration simple. You'll be able to:
- View and discuss financial documents in real time
- Sign paperwork securely online
- Stay connected to your financial plan, no matter where you are
We’re here to help make financial planning easier, smarter, and more aligned with the way you live and work.
Ready to Simplify Your Financial Life?
Schedule a Mound Visit
Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.