dil•i•gent – characterized by steady, earnest, and energetic application and effort
(Webster’s New Collegiate Dictionary)
The purpose of Diligent Wealth Management is found in the name…using thorough and persistent effort to guide you in the stewardship of your financial resources. This starts by listening to you, learning about your situation, your likes, your dislikes, your values, and your goals. This forms the foundation of your financial plan.
By providing you with the knowledge, alternatives, and recommendations developed specifically for you, you can choose the path toward your financial goals.
When we travel, we cannot control the weather or predict where each traffic jam will occur. Yet we do not throw everything to chance. We pack, prepare, and select the route that seems best suited to reach our destination while remaining flexible to adjust our course as needed. In the same way, your financial journeys deserve and require attention and forethought.
The plans of the diligent lead surely to advantage, but everyone who is hasty comes surely to poverty. – Proverbs 21:5
New clients are accepted by referral from existing clients.
The History of Retirement
Do you know where the idea of “retirement” comes from?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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Military families face unique challenges, making personal finance even more critical.
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Use this calculator to assess the potential benefits of a home mortgage deduction.
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This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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