This tool will allow you to schedule a meeting with John J. Diak, CFP®. Select the appropriate meeting and follow the instructions to see my availability that will fit your schedule. Its fast, convenient and easy.

    • Introductory Meeting

    Client Focus Items

    • Client Quarterly Review

      This review is customized to the individual client in regards to frequency and location. At these personal meetings, discuss what has been going on with nonfinancial matters, and have a brief review of your financial lifecycle plan and ...

    • Family Meeting

      The goal of this meeting is to provide a forum for clients to communicate important issues with family members. The agenda might include discussing your estate plan, your long-term care plans, or a succession plan for a family business. ...

    • Estate Planning Review

      We will review your current estate plan with you to confirm that it meets your goals and objectives for your family. If changes are necessary, we will work closely with your estate planning attorney to implement.

    • Philanthropic Planning

      For clients who identify philanthropy as a key goal, we will discuss your current mission and values for this giving, evaluate currently employed strategies, and discuss, if appropriate, methods for increasing the effectiveness of your ...

    • Income Tax Review

      We review your income tax return for compliance, tax planning opportunities, and tax efficiency. We review for compliance to make sure all proper deductions, credits, and opportunities are utilized. We review to make sure we are plannin ...

    • Education Funding

      We provide you with an analysis of the cost of educating your children or grandchildren, and discuss the most effective way of funding this goal. Then we review the progress in your education funding goals, review critical assumptions, ...

    • Risk Management

      We will review your various insurance policies from automobile to long-term care to life insurance. We will comment on the quality and cost effectiveness of the existing coverage as well as make recommendations for termination or additi ...

    Onboarding

    • Discovery Meeting

      Our first meeting that focuses on you, your goals, and your needs. These meetings also provide the tools you need to
      make decisions about your financial life.

    • Solutions Meeting

      Our second meeting in the process, where we share our observations on your current situation, and present your customized plan and strategy.

    • Welcome Aboard Meeting

      The purpose of this meeting is to complete the new client paperwork and set communication preferences.

    • New Client Review

      We confirm that we have addressed or uncovered all key issues and that we have a forward-looking plan to resolve.