Our Services

At DIWY Planning, we walk alongside you on your financial journey. Whether you're building wealth for the first time, transitioning from a DIY approach, or seeking a trusted co-pilot, our flat-fee, advice-only model is designed to meet you where you are. No commissions, no assets under management, just clear, personalized guidance.

Our Process – How We Work Together

We make financial planning approachable, flexible, and collaborative. Here’s what working with us looks like:

1. Start With a Conversation: A no-pressure intro call to hear your story and understand your goals.
2. Collaborative Planning: Work in 30-day windows. Each includes up to 3 virtual sessions, access to our planning portal, and unlimited support during the engagement.
3. A Clear Financial Picture: We use RightCapital to visualize your full financial life, explore "what-if" scenarios, track cash flow, and more. You're always in control.
4. Plan at Your Pace: Most clients schedule sessions about a week apart. You decide when to check in again—no subscriptions or pressure.
5. Optional Document Upload: Securely share tax returns, paystubs, statements, and anything relevant via your personal RightCapital Vault.

Whether you're planning for a home, reducing debt, or setting up your future, we're here to help you move forward with confidence.

Ready to Plan with a Pro?

Book your first meeting or contact us to learn more. We're here to help you turn uncertainty into action, and action into confidence.