Disclosure Regarding Communication Recording and Retention
All communications with DIWY Financial Planning (DIWYFP) are subject to recording and retention for purposes of quality assurance,
compliance monitoring, and satisfaction of regulatory requirements.
This includes, but is not limited to, responses to questionnaires, written correspondence (including email and text messages),
telephone conversations, and meetings conducted virtually or in person.
By engaging with DIWYFP, you consent to such recording and retention. All such records are maintained in a secure manner
consistent with applicable regulatory and industry standards.
Schedule a Meeting
Choose the option that fits your situation. Each section includes what to expect, any prerequisites, and a direct booking link.
Prospective Clients Back to top
A 30-minute phone call to learn about your goals and share how DIWY Financial Planning works. No cost or obligation.
What to expect
- Brief overview of your situation and goals
- Overview of services offered and fees
- Next steps if there is a fit
FAQs
- Before completing the pre-meeting questionnaire, please review this website to better understand DIWYFP services and fees.
- There is no cost or obligation associated with the 30-minute introductory meeting
- Free access to a financial planning tool will be made available after the meeting
https://findash.ai/firm/27kmBn3ynwaJ0CKuDomP/onboarding/flow_1751291358664
Existing Clients Back to top
A 60-minute billable Zoom or phone meeting.
Mutual expectations
- Be punctual
- Avoid distractions and background noise
- Be logged into the financial planning tool
- Meetings are done via Zoom to foster collaboration. Cameras do not need to be turned on.
FAQs
- Meetings are available 7 days a week. If a time shows as available, you may book it.
- Client cancellations or reschedules with 48+ hours’ notice have no repercussions.
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Client changes within 48 hours or no-shows may be subject to the following:
- First meeting of an engagement: No fee, but your 30-day engagement window begins on the originally scheduled date.
- Later meetings: The next meeting begins a new engagement window with billing and discounts reset to meeting #1.
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If DIWY Financial Planning cancels or reschedules:
- Your rescheduled meeting is free,
- Your 30-day engagement window resets, and
- All meetings in the new 30-day engagement window are billed at the lowest hourly rate stated in your Financial Planning Agreement.
https://calendly.com/alfaber/60minutemeeting
Professional Network (For use by IARs, RRs, and individuals that are members of professional network(ing) associations) Back to top
A 30-minute Zoom or phone meeting for introductions and collaboration. For advisors, attorneys, accountants, mortgage and insurance professionals, HR leaders, educators, etc.
What to expect
- Brief introductions and services overview
- Discussion of ways to collaborate and cross-refer (no kickbacks, fee sharing or soft dollar arrangements)
- Fit, next steps, and follow-up
- No client-specific discussions on this call without client consent
FAQs
- Meetings are available 7 days a week
- No preparation is required
- No cost for this networking call
- Client consent is required for any client-specific discussion
Prerequisites
- Optional: agenda or goals for the call
- Share your website and/or LinkedIn profile
- If discussing a client, obtain client authorization first
- Share materials via a secure channels, not via email
https://calendly.com/alfaber/30-minute-zoom-or-phone
External Partners (If DIWYFP or DIWYFP clients do not need to pay a fee to use your products or services, this is your section) Back to top
A 30-minute Zoom or phone meeting for product and solution providers to coordinate on shared clients or joint initiatives. No referral fees, revenue sharing or soft dollar arrangements.
What to expect
- Project scope and timelines
- Roles, deliverables, and communication cadence
- Data-sharing and confidentiality protocols
- Compliance alignment and next steps
FAQs
- Client authorization is required for any client-specific discussion
- Secure channels are used for document exchange
- No pay-to-play arrangements
Prerequisites
- Engagement name and client initials (if applicable)
- Client authorization for shared-client work
- Draft scope or brief, if available
- Preferred secure channel for documents and a compliance contact
https://calendly.com/alfaber/30-minute-zoom-or-phone
Vendors (If DIWYFP or DIWYFP clients need to pay a fee to use your products or services, this is your section) Back to top
A 30-minute call for current or prospective vendors to discuss services, pricing, and how they may support DIWY Financial Planning.
What to expect
- Overview of your service or product
- Discussion of integration or support options
- Review of compliance and security standards
- Next steps if there is a potential fit
FAQs
- No vendor fees or sponsorship arrangements are accepted
- Meetings are strictly exploratory
- Confidential information should only be shared via secure channels
Prerequisites
- Review DIWYFP website to understand business model and client focus
- Provide a short summary of your offering
- Be prepared to share security and compliance documentation
- No unsolicited client-related proposals
https://calendly.com/alfaber/30-minute-phone-meeting
Pro Bono Financial Planning Back to top
A 30-minute screening call for individuals seeking pro bono financial planning services or organizations making referrals. Engagements are advice-only. No products are sold.
What to expect
- Overview of your situation or referral
- Eligibility review and next steps
- Scope, goals, and timeline for support
- Resources or referrals if a better fit
FAQs
- There is no cost for pro bono services
- Focus is on education, guidance, and action steps
- Confidentiality and privacy are observed
- There may be a waiting list
Prerequisites
- For individuals: brief summary of goals and timing
- For organizations: referral contact and program details
- Any relevant documents you can share securely
- Email probono@diwyfp.com with questions
Media & Speaking Requests Back to top
A 30-minute briefing to discuss interviews, expert quotes, webinars, podcasts, or workshops. Topics include advice-only planning, fiduciary standards, budgeting and cash flow, credit and debt, student loans, retirement planning, estate basics, and financial education for educators.
What to expect
- Goals, audience, format, and timeline
- Talking points and key takeaways
- Bio, credentials, and materials
- Logistics for live or recorded sessions
FAQs
- Short-notice requests are possible
- On the record unless agreed otherwise
- Media kit, headshot, and logo available on request
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Attribution:
Al Faber, CFP®, ChFC®, CLU®
Financial Advisor
DIWY Financial Planning
Prerequisites
- Outlet or event name and date
- Audience, format (live or recorded), and timing
- Deadline or air date and requested topics
- Bio length, headshot specs, and AV requirements
https://calendly.com/alfaber/30-minute-zoom-or-phone