Diana Louie
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Diana
Bio
I am a former tech professional who reached financial independence by successfully navigating the wealth-building strategies I now teach my clients. Passionate about empowering investors, I work with professionals to retirees to build custom, resilient financial plans. I particularly love working with clients who have lots of questions and are open to some unconventional, highly effective strategies. If personal finance feels overwhelming, I can help. I have personal experience with many investment strategies including equity comp, real estate, tax optimization and transition from tech to a part-time retirement career I love. As a mom, I find great joy in helping parents because I believe true generational wealth is when adults pass down financial literacy to the next generation. I look forward to discussing opportunities available to your unique situation to help you become more calm and confident about your finances. I go the extra mile and follow up with a detailed actionable email.
I Can Help You With
I Enjoy Working With
Personal Stuff
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!
Education & Designations
Experience
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Frequently Asked Questions
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.