Our Financial Advice Process

There’s often confusion about what a financial planner does. Usually because it’s not just one thing, it’s an amalgam of several steps and comprises various areas like insurance or investing. Some areas are larger and better known than others, but every step and every area holds importance. At Blue Diamond Financial we want you to understand those steps and why they happen. This is our financial advice process:

Whatever stage of life you’re at, we’re interesting in finding out about you, what motivates you and what your financial goals are. It’s important to get a full picture of where you are now financially, where you want to be financially and to identify what financial hurdles you may face. Good financial advice looks for the full picture.

So if you’re just starting your financial journey or looking at retirement, you can be assured our advice process will be completely thorough as we look to improve your financial future.

Next: Understand the difference between Blue Diamond and other financial planners.