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About DIWY Financial Planning
DIWY Financial Planning—short for “Do‑It‑With‑You”—is an advice‑only Registered Investment Adviser based in Los Angeles. Formed in 2025, the firm champions a collaborative planning model that empowers clients to actively participate in their financial journey. Services include budgeting and cash‑flow analysis, investment evaluation, tax planning, retirement planning and financial coaching.
The firm leverages technology for virtual meetings and secure data sharing, allowing clients to access professional support from anywhere. DIWY’s planners work alongside clients to co‑create strategies tailored to their goals, risk tolerance and financial circumstances. This “do‑it‑with‑you” approach combines expert advice with education, giving clients the tools and confidence to implement and maintain their own plans over time. By prioritizing transparency, flexibility and personalized service, DIWY aims to make high‑quality financial advice accessible to a broad audience.
Pricing options
Regulatory filings
Areas of specialty
- Advice‑Only Financial Planning
- Flat‑Fee Planning
- Collaborative Technology‑Enabled Advice
- Budgeting & Cash‑Flow Planning
- Investment Guidance
- Tax Planning
- Retirement Planning
- Financial Coaching
More about DIWY Financial Planning
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 335615 | 1 |
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Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than DIWY Financial Planning.