Financial planning is a crucial part of building a good life. This critical task often gets pushed to the back burner while more urgent daily demands claim your attention. A talented and dependable financial partner that listens carefully to you can provide you with a plan to keep you on course.

As part of your financial team Diane will help educate and motivate you. She will make it possible, even easy, for you to take the steps required to help you reach your financial dreams.

Nothing is more valuable than good advice when it is needed. Diane's experience, industry knowledge and expertise, coupled with her network of complementary professionals will keep you moving in the right direction.

Financial planning will help enable you to:

• Pay for educating your children or grandchildren
• Gain financial independence for life
• Allocate your assets for prudent growth given your risk tolerance
• Plan and preserve your estate
• Assess and manage risk
• Review and celebrate your progress

Finding a financial advisor you can trust is the first step in planning for your future. Schedule an appointment now. There is no obligation and all information provided is strictly confidential. Call for your free initial consultation at 925-314-8100.

2008 to present: Oak Tree Wealth Management

2004 to 2008: Stahlschmidt Financial Group, Certified Financial Planner(tm)

1995-2004: Stay at Home Mother with 3 Boys

1992-1995: Citigroup Investment Services, Financial Consultant

1992: Received CFP(r) Designation

1989-1992: Ameriprise Financial Advisors (Formerly IDS)