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Diligence Wealth Management, LLC
2530 Douglas Blvd.
Suite 170
Roseville, CA 95661
Texting Instruction: Text the word ACCEPT to chat with Liz Daffner. If the word "Accept" is not sent, she can't respond.
For Current Clients Only
Schedule a Financial Check-In whenever you’d like to reconnect, discuss a change, or talk through questions about your financial plan.
Choose the meeting length that works best for you: 30, 45, or 60 minutes. Meetings are available by phone, Zoom, or in person.
Have something specific in mind? You’ll have the option to share what you’d like to discuss when scheduling.
Phone
Zoom
In-person
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