Janea Dieno, Certified Financial Planner

General information

As an independent advisor I can offer you valuable, objective advice. Financial security planning may be easy for some people, but not for others. That’s why it’s important to work with someone who is knowledgeable about the latest in investments, taxes, and insurance, and how they can work for you.

Let me help you and add value to your financial security plan by:
- Providing insight and guidance on the wide variety of products and services available.
- Drawing on past experiences to guide you through the planning process.
- Evaluating your personal needs.
- Helping you design and periodically review a security plan that is right for you.
- Being objective.

My Process
The first step is a personal interview; you ask us a lot of questions to ensure that my philosophy and resources fit your needs.

I will also explain how I can best help you. It’s important to me that you understand how I work, and that you feel comfortable with my style. I’m not for everybody. I’m only interested in long-term relationships, where I can truly provide helpful advice.

The 5 Steps
1. An interview. This is where I explain how I work, discover what you’re looking for, and what you expect from me.
2. You supply me with relevant financial documents and complete a fact sheet.
3. We meet again, to review our observations and recommendations based on the information you provided.
4. Recommendations are implemented.
5. Follow up reviews are scheduled to ensure that we are executing on the strategy we established together.
This is the only way that I believe you can truly maximize and enjoy your personal and financial journey.

Why Use an Independent Advisor Like Me?
Independent advisors can offer valuable, objective advice. Financial planning may be easy for some people, but not for others. That’s why it’s important to work with someone who is knowledgeable about the latest in investments, taxes, and insurance, and how they can work for you.

An independent advisor will tell you that the secret to successful planning is setting financial goals and objectives, and then developing, following and updating a plan to make those goals a reality. For example, retirement planning may include a diversified portfolio of insurance and investments as one of the most effective strategies for long-term growth.

As long as the fit is right between you and me, we should enjoy a long business relationship. You’re putting your financial trust in me, so you should feel comfortable and secure when you deal with me.

You may find it necessary to talk to a few advisors before deciding on one – that’s OK. Remember, you should have a high level of comfort with your advisor for the relationship to work best. So look around this website, and if you like what you see, give me a call and I look forward to meeting you and helping you achieve your financial dreams.