Cultivate Abundance with Financial Landscape Design™
Standard Wall Street goals generate standard results.
You can grow something greater -- for yourself and your family.
Plant seeds for real potential.
We'll show you how.
WHY THE FINANCIAL GROUNDSKEEPER
The Best Choice for Your Financial Groundskeeping Needs
Conventional financial planning focuses on meeting a goal: Buying that summer house, saving for retirement, or paying for college are all good examples.
25 years of experience in the financial industry has taught us that goal-setting limits your potential rather than helping it grow.
Here's why you should choose us instead.
Cash Flow Freedom
We all know that saving is ideal, but how many of us practice it? We help you reverse the usual "pay the bills, save when you think of it" routine by implementing a banking app that saves first and pays bills after. We meet with you quarterly to calibrate your system, giving you freedom and peace of mind.
Financial Protection
Every good garden needs protection from possible harsh weather. We build a blanket of protection for you by preparing for disasters before they happen. Some examples include a will, health directives and life insurance, and exploring income replacement possibilities. Savers are ripe targets for lawsuits. Protect yourself before they come after you.
Balanced Savings and Growth
So many new clients don't distinguish between saving and investing. This often leads to too much credit card debt, not enough money in the bank, and a fat 401(k). We help you balance your liquidity needs with growing your portfolio, along with resolving credit card debt.
HOW WE DO IT...
How We Cultivate Abundance
Cash Flow
Pay Yourself First, by default
Most vanilla financial budgeting competes with your coveted Starbucks habit and lifestyle. An effective long term solution must be a fit for it to work. We set you on a path of saving that will make you feel as comfortable as your favorite pair of shoes.
Financial Groundskeeping
Ensure Your Garden is Nurtured
As a healthy landscape relies upon its primary ingredients: water, nutrients, etc., so too does one’s financial landscape rely upon proper care and even distribution of resources.
Financial Landscape Design™
Your Financial Blueprint
You should continue to benefit from your best financial thinking so far, but be willing to incorporate design features that add more certainty so you win by default. Our Financial Landscape Design will do just that.
Quarterly Check-ins
Guarantee You're Pleased With How Every Seed is Watered
Traditional financial practices assume a long term static path, but reality has proven that life is anything but static. The best long term outcomes result from a series of short term decisions linked by a common strategy.
OUR EDGE
Finance as Groundskeeping vs. Architecture
Most financial advisors work like architects. They build complex designs for everything from solid bunkers to sky-high towers, all meant to protect or grow their clients' hard-earned money.
The problem with all that complexity is that it isn't adaptable. Bunkers blow up. Towers topple.
25 years in financial advising has taught us that it's best to approach your finances as a garden, not an ornate and rigid building.
Gardens require planning, but there's no limit to how large they can become, or how tall the plants within them can grow.
They're adaptable and fluid, filled with potential, and easily understandable.
Mark DiMaria knows this because before he became a financial advisor, he was a landscaper working with clients to improve their home. He learned to find the root of their issue to fix problems they didn't even know they had.
He's been a small business owner and has built distinctive tools that provide tangible results.
Traditional Wall Street advisors like things rigid, controllable, and so complex you won't get what they're doing. That's why we work independently of Wall Street, customizing our advice to your needs.
We help you build a garden that can last.
What We Offer
Not Sure Yet If We Can Help? Here's What We Promise You.
Introductory Financial Landscape Design
See your current and potential financial landscapes side-by-side, with no commitment required other than some time.
Satisfaction
Feel confident that you'll find value in Mark’s services and inclusive philosophy knowing that if you don't, there's no rigid obligation to stay.
No-Risk Strategy Sessions
Get a feel for our approach by taking part in a no-risk strategy sessions before you decide.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.