Services

At Diverse Financial Partners, LLC we recognize that every family is unique and every need is different. It is because of this that we take the time to get to know our clients and their specific desires, hopes and dreams. We do this through a three-step process.

Step 1: We schedule an initial "getting to know you" meeting. This can take place in your home or in our office in Timonium. And because we are parents and understand how hectic life can be, we often schedule late evening appointments to be mindful of sports, homework and bedtime schedules. At this meeting, we ask a bunch of questions and take a bunch of notes. 

Step 2: After our initial meeting, the team at Diverse Financial Partners, LLC reviews and analyzes all of the notes and needs to develop the best, customized plan for you. 

Step 3: We will have a second meeting where we will briefly recap our first conversation and thoroughly dive into the options and solutions that we have designed for you. At this point we will look at exactly what pieces of the plans are best and how to begin to implement everything for your family.

Diverse Financial Partners, LLC is also dedicated to providing ongoing services and evaluations as your needs and situation change over time. We work with you over the years to help keep your program on track with your changing needs and make adjustments as needed.

Neither New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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