Frequently Asked Questions
How do you pronounce DIWY? What does it mean?
DIWY is pronounced "dee-wee", like “kiwi.” It stands for "Do-It-With-You", because financial planning is often more effective as a collaborative experience, rather than trying to do-it-yourself (DIY) or fully delegate.
Do I have to move my money or open new accounts to work with you?
No. DIWY Financial Planning is an advice-only firm. You keep control of your assets and receive objective guidance.
Do you sell products or earn commissions?
To minimize conflicts of interest, DIWYFP accepts compensation only from clients. DIWYFP does not sell products, earn commissions, or accept third-party payments of any kind (including referral fees or revenue sharing). DIWYFP acts in a fiduciary capacity at all times.
What do you charge?
Please refer to the Services section of this website and the DIWYFP Form ADV Part 2A for details about fees.
Who do you work with?
People from all walks of life who want a collaborative partner.
What if I just have a few quick questions?
You can attend an office hours Q&A, book one-time sessions, or schedule multiple meetings. It’s your choice.
Do you meet virtually?
Yes! All meetings are conducted virtually by phone or Zoom. Scheduling is flexible, including evenings and weekends.
Do you meet in person?
Yes, in-person meetings are available upon request. However, most meetings are held virtually to make the process more convenient and cost-effective for everyone. Virtual meetings reduce travel time and allow for greater flexibility across time zones.
In-person meetings may involve additional time for travel and preparation. A higher hourly rate and travel-related fees may apply depending on the location and nature of the meeting.
How do I get started?
Complete a pre-meeting questionnaire and schedule a no-cost, no-obligation 30-minute call at this link.
What tools do you use?
Secure, collaborative software is used that includes data organization, visualization tools, and screen sharing for guided planning.