Cintia Diamond Consulting LLC

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Introduction: We focus on the client and approach financial consulting from an unbiased position as we offer a wide range of financial products, services and access to multiple financial institutions. This allows us to remain focused on the client and not financial products. As a personal financial educator I enjoy changing my clients lives for the better. Those "ah ha" moments they get when I share Wealth Nuggets with them feels awesome. Mostly the impact I have had on my clients lives to improve their financial situation in the present and the future is the most fulfilling. The feedback from my clients is "Cintia is extremely knowledgable, patient, caring and your advocate". I enjoy reviewing a families finances, going over it with them, listening to those "I wish I knew this before" comments, and creating a strategic and money savvy plan that works for THEIR particular situation. My philosophy has always been to treat every client as if they are my own sister. Educating them first, Empowering them, providing the tools to make their goals into reality and taking action. I am excited to work with you and your family and improve your finances. Until we meet, may you have a happy and purposeful day.

Overview

Hired 1 time

1 employee

12 years in business

Payment methods

This pro accepts payments via Cash, PayPal, Square cash app, and Venmo.

Social media

Facebook

Featured Projects

6 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

6 reviews

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J’Ana P.

May 19, 2018

Cintia is very professional and knowledgeable about all things finance related. Her passion to elevate others in financial literacy is shown through her close workings with me. She is so patient and readily available. She is honest and has help me set attainable goals. She is very easy to work with and she breaks things down in a way in which you can understand especially if you’re a novice like me. She makes really good suggestions on how to improve your credit, establish a safety net of funds, and even helped me with my monthly budget. She will give you all the tools and it’s up to you to use them. I would recommend her to anyone in their financial journey on the way to success.

Thumbtack Customer

Sep 14, 2018

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From Facebook

Great company!

Thumbtack Customer

Mar 21, 2018

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From Facebook

The amount of knowledge this woman has about finances is unbelievable. Most people are naive when it comes to credit, budgets, mutual funds, and insurance, so we kind of just go off of what we hear. But to actually sit down and assess your own personal financial situation and have her literally break it down for you and devise a plan for you to benefit your life is amazing. She is so down to earth, knowledgeable, upfront, and genuine. Cintia is the go to in financial advising. I love working with her.

Edward J.

May 23, 2018

Jaw dropping information. She's like the encyclopedia on all things Finance and retirement. One stop shop

Green Pastures G.

Jan 22, 2019

She is knowledgeable and takes the time to explain the information to her customers.

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is fixed for Personal Finance based services, competitive yet affordable. Personal Finance services include (Budgets, Savings Planning, Overall Financial Planning, Reviews and Coaching/Mentorship) We offer Group Coaching at Discounted prices.
What is your typical process for working with a new customer?
A free 20 minute Discovery phone call. During this time our client will discuss their current situation and exactly what they are looking for. We ask questions to offer recommendations on the type of service needed for our clients to reach our goals. A Program is decided and a link is sent for scheduling the appointment based on both our availability. Most appointments require a deposit that is applied to the service. We come out and educate and dig right into the program to provide solutions.
What education and/or training do you have that relates to your work?
I have been in the Insurance/Retirement industry for 6 years. Licensed in Life, Health and Annuities. Licensed as a Mortgage Loan Originator. I am Certified as a Personal Finance Counselor.

Cintia Diamond Consulting LLC

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