After starting AFS, Diana remained passionate and committed to a foundational approach to planning processes that pursue successful financial futures and retirements. Early on she identified a select group of clients with whom AFS was most philosophically aligned. This focus on “fit” continues to this day and allows Diana to provide process-based planning and solutions primarily to clients that are professionals between the ages of 45 and 55 who are engaged in their own journeys and serious about planning for a successful future. Additionally, Diana serves individuals looking to retire in 5 years or less.

Diana also serves as an Ambassador with The Financial Awareness Foundation, a 501©(3) dedicated to Improving Financial Literacy.  They provide educational Financial Planning workshops, seminars and webinars on How Money Works, Retirement Planning, Financial Planning for Millennials, etc. for those looking to expand their financial literacy and investment knowledge.