You Want to Be Financially Independent, Not Bound to Your Career
Financial Planning for DC Area Professionals
Stop Struggling with the Pieces of Your Financial Puzzle
You want to translate your hard work into financial independence, but how do you recognize the opportunities and mistakes to make that a reality? You’re worried that:
The many pieces of your financial life are failing to come together
You won’t hit your goals for yourself and your family
You’ll make costly mistakes that impact your future
You shouldn’t have to struggle with uncertainty when you’ve tried so hard to make the right financial moves.
Feel Confident You’re on the Right Financial Path
Our goal is to help you:
Envision your future
Explore what you want for your life, and get a plan to help attain your goals.
Get organized
See the big picture of your money and its possibilities for achieving your vision.
Gain clarity
Make educated decisions about your finances to help build wealth and independence.
Tell Us About Yourself
I’m a successful professional
looking to balance today’s needs and tomorrow’s goals.
I’m retired or getting ready to retire
and want to know if I’ve saved enough to last the rest of my life.
I’m a federal employee
seeking assurance that I’m on track for my retirement vision.
We Get How Confusing It Is to Make All the Financial Pieces Work Together
We have assembled a team with expertise in all the different areas of your wealth to help clarify it for you.
We have been registered as financial advisors for over 20 years.
We serve over 200 clients.
You Don’t Have to Figure Things Out on Your Own
Even when you think you’ve made all the right financial moves, you can feel like you’re coming up short, leaving you to wonder if you will hit your goals. This is where a financial advisor comes in.
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Divergent Planning is an independent, fee-only Registered Investment Advisor based in Bethesda, MD, with an office in Tysons, VA, helping DC area professionals achieve financial independence.
We know that even the smartest and most astute of people need help pulling all the financial strategies together to achieve financial freedom. We help relieve the burden of doing it all yourself. Our team is here to provide cohesive planning on your behalf with the objective of turning your success into financial independence. We can help you:
• Utilize strategies you might not have known about or couldn’t reasonably do on your own
• Integrate all areas of your finances into a cohesive plan, including employer benefits, investments, taxes, debt payoff, and goals for your post-career life
• Draw on our team members’ areas of expertise to help build your comprehensive financial plan
• Provide a sounding board for all your questions so you can feel assured you’re making the right decisions
How to Work With Us
Schedule a discovery consultation call
We’ll discuss your situation and concerns to help determine whether our firm may be a fit for your needs.
Fill out a data-gathering questionnaire
We’ll ask you to fill out our questionnaire and compile a list of statements so we can get a fuller picture of your circumstances.
Meet in person or virtually for the first time
We’ll discuss your financial situation, how we can help, our fees, and any questions you may have in deciding whether to move forward.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
Are a professional seeking financial independence that frees you from feeling bound to your career
Want to know you’re making decisions that set you up for success
Seek a long-term relationship with an advisory team to manage your investments and help you stay on track with your goals
Have investable assets of more than $500,000
Take the First Step—Schedule a Call
Are you ready to stop worrying about making costly mistakes that impact your future? Take the first step to feeling confident you are on the path to financial independence by scheduling an introductory call.
Start Your Financial Independence Plan
Learn 5 steps to quit worrying about mistakes and help set yourself up for success.
