Process, Services & Engagement Models
DIWY Financial Planning meets you where you are. Choose how you want to engage and when. Whether you're a self-directed investor or seeking personalized guidance, we provide tools, structure, and collaborative support that fits your needs.
Process
- Introductory Meeting: No-obligation 30-minute call to determine mutual fit.
- Orientation, Calibration & Assessment: Choose your support level. Self-directed, group, or one-on-one.
- Road Map & Implementation: Goal prioritization and implementation support.
- Ongoing Access to Tools / On-Demand Support: Planning continuity with no ongoing fees.
Services
A focus on comprehensive, practical areas that can make a meaningful impact:
- Budgeting and Cash Flow Management
- Debt Strategy and Credit Optimization
- Employee Benefits Guidance
- Tax Planning and Roth Conversion Strategies
- Education Funding
- Insurance and Risk Management
- Social Security Optimization
- Asset Allocation and Investment Selection
- Crypto and Digital Assets
- Financial Independence and Retirement Planning
- Estate and Legacy Planning
- Major Purchase / Sale (Real Estate, Business, etc.)
Engagement Levels
Self-Directed Support
Tools and structure without ongoing meetings:
- Holistic financial assessment
- Access to planning tools
- Educational webinars
$50/month — cancel anytime
Group Support
Interactive support through community learning:
- All Self-Directed features
- Live Q&A webinars
- Community accountability
$100/month — cancel anytime
One-on-One Support
Hands-on, personalized financial planning:
- Live screen-share sessions
- Custom implementation plans
- No hidden fees or commitments
$400 for first hour — discounted after