Diana Louie
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Diana
Biografía
I don’t just build portfolios, I also help build exits. As a former tech professional, I engineered my own early retirement by using wealth-building and tax strategies I now teach my clients. I enjoy working with those who are open to some unconventional, highly effective strategies. My goal is to empower my clients by simplifying complex financial concepts. I have personal experience with many investments vehicles: retirement accounts, equity comp, real estate, HSA, 529, tax savings and many more. Come with lots of questions or simply ask, "What are my blindspots?" As a mom, I find great joy in helping parents because I believe true generational wealth is when adults pass down financial literacy. Ultimately, I want to help my clients leverage money to live a more purposeful and intentional life. I look forward to discussing actionable opportunities to help you become more confident and excited about your financial future.
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Me gusta trabajar con
Lo personal
I'm a mom of 4; a recent college grad, jr at USC (Fight On!), high schooler & homeschooled cockapoo. When I'm not learning or teaching financial strategies, I enjoy Family Fun Friday (18+ yr tradition), taking daily walks with my husband (of 24 yrs) to reach my daily 10k step goal, and finding yummy eats near and far. Our family mission is to "be the light" to others (on Halloween and every day). I'd be honored to help make your finances brighter!
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Financial Independence
- Early Retirement
- Tax Planning
- Tax Optimization
- Investment Strategy
- Portfolio Management
- Asset Allocation
- Equity Compensation
- Restricted Stock Units
- Employee Stock Purchase Plans
- Backdoor Roth Strategies
- Knowledgeable
- Thoughtful
- Patient
- Kind
- Compassionate
- Approachable
- Friendly
- Clear
- Thorough
- Prepared
- Efficient
- Practical
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Diana was incredibly helpful and informative. S...
Diana was incredibly helpful and informative. She spent every minute of the hour carefully reviewing my financials and laying out an easy to understand plan.
Bringing clarity to our financial objectives
We met with Diana to discuss retirement planning and to ensure we'd be in a good financial position in 10 years. Diana was able to help us navigate some options we hadn't considered (including a mega backdoor Roth), help simplify our portfolio, and retool our thinking with RSUs. She was able to explain how all these financial mechanisms worked and helped build an investment strategy that was easy to understand. I'm still in the process of implementing her advice, but we feel much more confident about our longer term investments. We'd highly recommend Diana if you want to manage your own passive portfolio but feel overwhelmed with what your next steps should be!
Informative, Efficient & Now Confident!
My wife and I met with Diana two times to organize our financial life. During our sessions we were able to cover a wide variety of topics including RSUs and other Investments, how we can simplify finances, tax strategies for IRA conversions, other ways to give/lower taxes, estate planning etc. The meetings were well worth the time and efficient as we worked through the multiple topics. Diana is very knowledgeable and a good communicator who explains things simply. She proposed many options that I hadn’t considered before and followed up with action items. She was able to offer a different perspective on finance that I appreciated. This enabled us to finalize and begin to implement our plan. Would definitely recommend Diana if you need financial advise.
Unbiased clear advice and excellent value
Exactly what I was looking for and incredible value for the price. Diana provided unbiased counsel in line with my philosophy and values and I did not have to worry about her trying to sell me a product or taking a percentage of my investments. She was knowledgeable, kind, and efficient and she made sure I understood exactly why she recommended a certain path. I look forward to working with her again.
Patient, level headed, and thorough advice
We worked with Diana through a four session plan. She helped us logically reason through different scenarios for how our finances might change if the stock market were to do well or poorly, which alleviated our uncertainty with big financial decisions. After working with her on goals and inputs, Diana gave us a thorough projection of what our finances might look like in the future and gave a solid list of recommendations for things we can improve. We worked with her prior to this plan, and like before she was patient at explaining topics we were unfamiliar with. She also gave us some book recommendations to look at the bigger picture, how our finances fit into (but is not the sole determinant of) a fulfilling life.
Retirement Planning - FIRE
We had a great call with Diana to discuss our retirement planning! We had been hesitant about meeting with financial advisors for a long time, but we’re so grateful we found this platform and, especially, Diana. Diana has an incredible depth of knowledge about FIRE and retirement planning. She is patient, kind, and an excellent communicator. We shared a lot of information during our call, and she was able to put all the pieces together, give us a clear picture of where we stand, and outline a roadmap that was easy to understand and follow. We left the conversation feeling much more confident about our next steps. We’re looking forward to meeting with Diana again to review our portfolios and get her guidance. Thank you for everything, Diana! We truly appreciate your time, expertise, and thoughtful approach.
Expert guidance tailored to my goals
In the two quarterly meetings we’ve had so far, Diana has provided me with clarity and confidence in near-term financial moves I will make to set me up for long-term wealth. I’m looking forward to our next meeting.
This was our second meeting with Diana - 5 Stars!
This was our second meeting with Diana, and once again, it was incredibly valuable! We took a deep dive into each of our investment accounts to make sure everything was positioned appropriately for our long-term goals. We also discussed short- and long-term strategies related to my husband's company stock program, along with ways to maximize the benefits available through both of our employers. What I appreciate most is Diana's ability to connect the details of our current financial situation to our bigger goal of financial independence and early retirement. She helped us think through not just how to grow our investments, but how to strategically prepare for the transition into retirement as we get closer. We walked away with actionable next steps, greater clarity, and confidence in our plan. We're really enjoying working with her and appreciate how personalized and practical her advice is!
Extremely helpful. Will be booking again!
Diana is very knowledgeable and a great communicator. I needed assistance better understanding a variety of issues related to RSUs, taxation and investments. She was able to cover a lot within just one hour and I left the meeting feeling better educated and confident regarding the management of my finances. In addition, she proposed many options that I hadn’t considered related to being able to maximize savings and money for the future. I will definitely be booking more time with her in the future and highly recommend her!
Diana is worth your time and money
She made us feel confident in what we had been doing, but also offered suggestions that made sense, and improved on our plan.
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.