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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
An inside look at how marginal income tax brackets work.
Purchasing homeowners insurance is critical for protecting your home.
Tips to avoid checking in luggage on your next vacation.
A four-step framework for building a personal legacy.
Good employee health can be great for the company’s bottom line.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
Do you know how to set up your financial goals for success? This knight does.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.