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People are talking! "Diane has played a critical part in helping me articulate my long term goals and implement practical tools to achieve them. She demonstrates strong intuition and is not shy in sharing her insights. Her practical experience running her own financial planning firm adds to my confidence in her real world solutions. Diane’s also been a great resource when it comes to her industry contacts and candid assessments of where I can find the best help for my specific needs. Her humorous prodding combined with a tenacious focus on my goals has kept me on track when circumstances pull me other directions. Continuing my relationship with Diane after our initial engagement was an easy decision. As a sole practitioner, I feel like I have the advantages of a high level business partner to help with both strategic and operational issues, without having to give up any control. I couldn’t ask for more." William R Neubauer, MBA, CFP® "After leaving my previous firm, I initially felt overwhelmed by everything I thought necessary to start-up my own firm. With Diane's coaching assistance, I was able to focus on what needed to done. All of this without sacrificing my own personal life as part of the process. After one year I have a thriving business and a well-balanced personal life. Diane was very instrumental in helping me appreciate the accomplishments I did achieve as well as the challenges I overcame in the process. Her style was upbeat and encouraging yet she held my feet to the fire." Cindi R. Hill, CFP® Hill Financial Advisors "In a short period of time, Diane has helped me accomplish business and personal goals that I never thought I would accomplish. Diane truly understands my business and her advice is exactly what I have been seeking. Diane has had a significant, positive impact on my business and personal life. Thank you Diane!" David A. Theis, CFP® Fee-Only Financial Advisors, Ltd. I've never worked with a coach before. And while I have found this to be an excellent overall experience, there are two things in particular that stand out: The first deals with getting me outside of my comfort zone. Diane leads me to try new approaches to my existing situations, addressing my reservations along the way. She is very good at breaking the process into goals that we mutually agree upon, and then holding me accountable for progress with timelines. The other aspect of her coaching that has really helped me is how she gives me actual talking points that I can use with clients in addressing difficult topics, like converting from commissions to fees. I often find myself writing down her responses verbatim they're so good. I feel I am on the right path at this point in my career, and having Diane's help is a big part of that. Christopher Lamia, CFP®
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