Dealing with Divorce/Widows
Diana is a dedicated and thoughtful leader of her wealth management practice. As a senior vice president and investment advisor at Richardson GMP, Diana focuses on the needs of her clients. She is highly relationship oriented and her clients count on her for sound investment and financial planning advice.
Diana has overcome much adversity in her life - including divorce and loss of her fiancé. She has used these setbacks to empower herself to strive and grow. With her personal understanding of these significant life events, she is able to focus her practice on women experiencing divorce and widowhood. Clients trust her and relate to her on a human level, which affords Diana the credibility to guide their financial and life decisions.
Clients dealing with divorce or the death of a loved one often ask me, “How do you understand so well what I’m going through?”
The answer is simple: Because I’ve been there.
“Having personally experienced some of life’s most challenging situations, I appreciate what a vulnerable time this can be for my clients. When clients ask if they are going to be ok, I know they’re not simply wondering what they will and won’t be able to afford. They want to feel safe and secure again.”
Addressing financial matters during periods of grief and upheaval isn’t easy, but these are precisely the times when it’s crucial to get your financial plan in order. And finding someone you can trust to take control of your financial affairs can be a challenge. Bank advisors, for instance, are unlikely to have the expertise or resources to provide objective, specialized advice on tax strategies, cash flow and portfolio management and legacy planning.
Diana specializes in helping widows or widowers and people going through a divorce take control of their financial situation by relating to them with empathy and compassion while drawing on her twenty years of professional experience to provide the financial clarity they need. Working together, you’ll develop a comprehensive financial plan designed to protect your security and cash flow needs in a tax-efficient manner – so you can move forward with your life with confidence.