--- title: Diazo Insights | Financial Planning description: Financial Planning | We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested. image: https://blog.diazo.com/hubfs/Diazo.jpg --- [![Diazo-Registered-White](https://blog.diazo.com/hs-fs/hubfs/Diazo-Registered-White.png?width=250&height=132&name=Diazo-Registered-White.png "Diazo-Registered-White")](https://www.diazo.com/) [![Diazo-Registered-Black](https://blog.diazo.com/hs-fs/hubfs/Diazo-Registered-Black.png?width=250&height=132&name=Diazo-Registered-Black.png "Diazo-Registered-Black")](https://www.diazo.com/) - [Our Services](https://www.diazo.com/services) - [Investments](https://www.diazo.com/investment-management) - [Retirement](https://www.diazo.com/retirement-planning) - [Risk Alignment](https://www.diazo.com/risk-alignment) - [Concierge Services](https://www.diazo.com/concierge-services) - [Multi-Generational Planning](https://www.diazo.com/multi-generational-planning) - [About Us](https://www.diazo.com/about-us) - [Our Team](https://www.diazo.com/our-team) - [Services & Pricing](https://www.diazo.com/services-pricing) - [Commentary](https://blog.diazo.com/diazo-insights) - [Insights](https://blog.diazo.com/diazo-insights) - [Weekly Updates](https://blog.diazo.com/weekly-updates) - [Webinars](https://www.diazo.com/webinars) - [Events](https://blog.diazo.com/events) - Resources - [Checklists](https://www.diazo.com/checklists) - [Past Communications](https://www.diazo.com/past-communications) - [Contact Us](https://www.diazo.com/contact-us) Portal Login [Schedule Call](https://www.diazo.com/schedule-call) Portal Login [Schedule Call](https://www.diazo.com/schedule-call) - [Our Services](https://www.diazo.com/services) - [Investments](https://www.diazo.com/investment-management) - [Retirement](https://www.diazo.com/retirement-planning) - [Risk Alignment](https://www.diazo.com/risk-alignment) - [Concierge Services](https://www.diazo.com/concierge-services) - [Multi-Generational Planning](https://www.diazo.com/multi-generational-planning) - [About Us](https://www.diazo.com/about-us) - [Our Team](https://www.diazo.com/our-team) - [Services & Pricing](https://www.diazo.com/services-pricing) - [Commentary](https://blog.diazo.com/diazo-insights) - [Insights](https://blog.diazo.com/diazo-insights) - [Weekly Updates](https://blog.diazo.com/weekly-updates) - [Webinars](https://www.diazo.com/webinars) - [Events](https://blog.diazo.com/events) - Resources - [Checklists](https://www.diazo.com/checklists) - [Past Communications](https://www.diazo.com/past-communications) - [Contact Us](https://www.diazo.com/contact-us) Portal Login [![Schedule Call](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/23713973/f43ff633-af19-4d19-908d-cd202209a51b.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/23713973/f43ff633-af19-4d19-908d-cd202209a51b) Financial Planning [All Topics](https://blog.diazo.com/diazo-insights) [Markets](https://blog.diazo.com/diazo-insights/tag/markets) [Politics](https://blog.diazo.com/diazo-insights/tag/politics) [Financial Planning](https://blog.diazo.com/diazo-insights/tag/financial-planning) [Fiduciary](https://blog.diazo.com/diazo-insights/tag/fiduciary) ### [How Do I Break Up with My Financial Adviser?](https://blog.diazo.com/diazo-insights/insights/how-do-i-break-up-with-my-financial-adviser) by [Justin J. Long CFP®](https://blog.diazo.com/diazo-insights/author/justin-j-long-cfp) 5 min read Jul 14, 2021, 12:00:00 AM In last week’s blog we covered reasons to consider changing your adviser. So, let’s say you’ve decided to make the change. Now, you are considering how to approach it. [Read Story](https://blog.diazo.com/diazo-insights/insights/how-do-i-break-up-with-my-financial-adviser) [![](https://blog.diazo.com/hubfs/Imported_Blog_Media/Diazo_FinancialAdviser-1.jpg)](https://blog.diazo.com/diazo-insights/insights/how-do-i-break-up-with-my-financial-adviser) **Topics:** [Financial Planning](https://blog.diazo.com/diazo-insights/tag/financial-planning) | ### [Is Your Financial Adviser at Your Big Box Broker Dealer Changing Again?](https://blog.diazo.com/diazo-insights/insights/is-your-financial-adviser-changing-again) by [Justin J. Long CFP®](https://blog.diazo.com/diazo-insights/author/justin-j-long-cfp) 5 min read Jul 7, 2021, 12:00:00 AM I have heard from quite a few folks, and honestly for a lot of my career saw this first-hand — the one constant with their financial adviser at their large firm is change … [Read Story](https://blog.diazo.com/diazo-insights/insights/is-your-financial-adviser-changing-again) [![](https://blog.diazo.com/hubfs/Imported_Blog_Media/Diazo_FinancialAdviser.jpg)](https://blog.diazo.com/diazo-insights/insights/is-your-financial-adviser-changing-again) **Topics:** [Financial Planning](https://blog.diazo.com/diazo-insights/tag/financial-planning) | ### [Infrastructure and Taxes](https://blog.diazo.com/diazo-insights/insights/infrastructureandtaxes) by [Justin J. Long CFP®](https://blog.diazo.com/diazo-insights/author/justin-j-long-cfp) 3 min read Jun 7, 2021, 12:00:00 AM Are you tired of hearing about taxes? It seems as if this is a never ending debate. Alas, here we are. I will try here to provide some clarity to what is going on in Wash … [Read Story](https://blog.diazo.com/diazo-insights/insights/infrastructureandtaxes) [![](https://blog.diazo.com/hubfs/Imported_Blog_Media/1-1.jpg)](https://blog.diazo.com/diazo-insights/insights/infrastructureandtaxes) **Topics:** [Financial Planning](https://blog.diazo.com/diazo-insights/tag/financial-planning) | ### [What is a CERTIFIED FINANCIAL PLANNER™ Professional?](https://blog.diazo.com/diazo-insights/insights/what-is-a-certified-financial-planner-professional) by [Justin J. Long CFP®](https://blog.diazo.com/diazo-insights/author/justin-j-long-cfp) 5 min read Apr 25, 2021, 12:00:00 AM A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner B … [Read Story](https://blog.diazo.com/diazo-insights/insights/what-is-a-certified-financial-planner-professional) [![](https://blog.diazo.com/hubfs/Imported_Blog_Media/Diazo_CertifiedFinancialPlanner.jpg)](https://blog.diazo.com/diazo-insights/insights/what-is-a-certified-financial-planner-professional) **Topics:** [Financial Planning](https://blog.diazo.com/diazo-insights/tag/financial-planning) | ### [Financial Planning: Helping You See the Big Picture](https://blog.diazo.com/diazo-insights/insights/financial-planning-helping-you-see-the-big-picture) by [Justin J. Long CFP®](https://blog.diazo.com/diazo-insights/author/justin-j-long-cfp) 4 min read Dec 22, 2020, 12:00:00 AM Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each com … [Read Story](https://blog.diazo.com/diazo-insights/insights/financial-planning-helping-you-see-the-big-picture) [![](https://blog.diazo.com/hubfs/Imported_Blog_Media/Diazo_FinancialPlanning.jpg)](https://blog.diazo.com/diazo-insights/insights/financial-planning-helping-you-see-the-big-picture) **Topics:** [Financial Planning](https://blog.diazo.com/diazo-insights/tag/financial-planning) | *Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.* ### Diazo Insights We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested. Whether you’re figuring out how to limit your tax burden after an inheritance or looking at the costs of launching a company, stay up-to-date with the latest articles, videos, and research on investment management, tax planning, and more. 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