Yates Financial Planning, LLC

diana has been helping clients with investments and retirement planning for over 25 years. she is a certified financial planner™ fiduciary who works with clients in all life stages and helps them align their financial resources with their priorities. she works with clients on an hourly or project fee basis. diana has helped many clients save money, plan ahead to be prepared for unexpected expenses, and avoid costly financial mistakes. she meets with clients, listens to their needs and concerns, then prepares a personalized plan with steps to take. she believes in educating clients along the way and helps them understand why one strategy is more beneficial for their specific situation than another. diana believes everyone can benefit from financial planning. she has experience with people close to her that have encountered financial loss due to an unexpected job loss, a debilitating stroke in their 40s, early onset dementia, and more. she has learned first hand about the financial and