Black Diamond Planners
Joel and John started working together in the fall of 2009. They are both passionate about putting the client’s interest first, fee-only financial planning and investing, making the complex simple, and entrepreneurship. Based on these passions and their shared values, they jumped at the opportunity to form Black Diamond Planners.
Why did Joel and John choose the name Black Diamond Planners?
Skiers know that terrain designated with a black diamond is only for experts. In the same way, maintaining your financial security and independence demands expert advice. Joel and John are adept at navigating complex financial terrain because they have honed their skills by:
- Obtaining the CFP® certification
- Engaging in continuous learning
- Having years of experience helping people like you maintain and protect their financial independence