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Financial Planning

Emerald Program

Get peace and clarity knowing you're on the right track 

  • Proven Diamond Life Process for Prosperity 

  • Customized Modern Financial Plan maximizing the use of tax-efficient and principal protection tools 

  • Diamond Life Financial Success System with Education

  • Income Stream Analysis & Solutions for Financial Freedom

  • Investment Analysis & Solutions for Financial Freedom

Diamond Program

VIP Program using the 3C's to release stress and find freedom & fun

Everything included with the Emerald Program, plus:

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  • Your personal Financial Concierge for 6 months

  • Full access to your personal Coach, Mentor and Advisor

  • Part of the Winning Diamond Life Team with support when you need it

As women, we take care of everyone else first

Schedule your free strategy session today and make yourself a priority

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jj@diamondlifeplanning.com

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Diamond Life Planning. Diamond Life Planning is a separate and unaffiliated entity from Simplicity Wealth. ADV Part 2 Form-CRS

© Diamond Life Planning

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