Gold Canyon Financial Planning is an independent, Fee-only practice serving clients across the US with registration in both Massachusetts and Arizona.

Diane A. Ouellette, Partner, is a CERTIFIED FINANCIAL PLANNER™ dedicated to serving the market currently underserved by many wealth advisers and financial planners. We specialize in issues facing:

• Everyday People, The Middle Class
• Do-It-Yourselfers seeking guidance
• Women (working, retired, and widowed)
• Non-traditional families
• Domestic Partners
• Folks new to investing

Gold Canyon Financial Planning can help you enhance your prosperity and meet your financial and life goals by offering hourly, project-based, as-needed advice, or comprehensive financial planning and professional portfolio design and investment management.

Phone: 480-982-6917
Email: goldcanyonfp@msn.com

Business Structure & Philosophies

The structure and philosophy of Gold Canyon Financial Planning is to treat every client as we do family and friends, with caring attention, respect, accessibility, and responsiveness. Our focus is on helping individuals with all aspects of their financial lives. We pride ourselves on the fact that our business growth is achieved primarily through client referrals.

Beliefs

Gold Canyon Financial Planning strongly believes in using very high quality, no-load, lower expense Mutual Funds and Exchange Traded Funds across many different fund families. We establish core portfolio holdings but will proactively shift asset allocation percentages based on market conditions and actual investment performance of the products that we select.

Partners

As Partners in Gold Canyon Financial Planning, Diane and Tracy look forward to meeting with you to establish and maintain a solid roadmap for your financial future. Call us for a no obligation, complimentary coffee and conversation. Evening and weekend appointment hours are available and we offer flexible meeting place options.

Phone: 480-982-6917
Email: goldcanyonfp@msn.com

COMPLIANCE DISCLOSURE:

Gold Canyon Financial Planning is a Registered Investment Advisory firm located in Arizona. This website is designed to target United States citizens and should not be viewed as a solicitation or offer of services in any jurisdiction in which the advisor and/or Gold Canyon Financial Planning is not qualified to do business. The content of this website is provided for informational purposes only and does not constitute a recommendation or advice. Users should consult directly with appropriate advisors before making investment decisions.

To obtain a copy of Gold Canyon Financial Planning ADV Disclosure Brochure and/or Privacy Policy, go to the Contact page of this website and email us your request.