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About Diamond Pointe Financial

Built around thoughtful
strategy, coordinated
planning, and long term
relationships.


At Diamond Pointe Financial, we help professionals, families, and business owners bring the many pieces of their financial lives together through one coordinated strategy.

We believe financial planning should support both the life you're building today and the future you're preparing for. Wealth management, tax strategies, estate planning, and life insurance each play an important role, but their greatest value comes when every decision is considered as part of one long term plan.

Timeless Strategies.
A Modern Approach.

Financial decisions don't exist in isolation. A change in one area of your financial life often creates new opportunities and considerations in another.

Diamond Pointe Financial was created for clients who want those decisions evaluated as part of one coordinated strategy rather than a series of independent recommendations.

Our approach is rooted in timeless financial principles while recognizing that life has changed. Previous generations were often encouraged to sacrifice today for tomorrow, while many people now feel pressure to prioritize today at the expense of tomorrow. We believe financial planning should create balance between the two.

Through our coordinated Life & Legacy Planning approach, we integrate wealth management, tax strategies, estate planning, and life insurance into one evolving strategy. This can help you enjoy the life you're building today while continuing to prepare for the opportunities that lie ahead.

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Who We Serve


Many of our clients come to us with several pieces already in place, but without a clear strategy connecting them.

Professionals
Building Wealth

Growing income, planning investments, and anticipating opportunities.

Families
Planning Ahead

Coordinating retirement, education, estate, and insurance priorities.

Business
Owners

Balancing personal wealth, business complexity, and succession considerations.

Life
Transitions

Navigating divorce, widowhood, inheritance, career shifts, or retirement decisions.

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Why Diamond Pointe

Strategic guidance
for a life that’s
constantly evolving.

Refined Planning

We begin by understanding your goals, values, and priorities before recommending solutions. Every strategy is thoughtfully designed and built around you.

Experience & Perspective

Christiana brings more than credentials. She brings perspective shaped by years of experience, a background in banking and revenue management, and a deep interest in economics and market cycles.

Boutique by Design

We intentionally maintain a boutique approach so relationships don't feel transactional. You’ll work with a team that knows your story, your goals, and the details that matter.

Guidance Through Change

Life is full of transitions. We help clients navigate life's transitions with clarity and confidence, so your strategy evolves with what matters most.

Our Commitment

Every decision deserves thoughtful consideration.

We evaluate your goals, account structure, costs, tax implications, and long-term strategy before making a recommendation.

Some situations are best served through an ongoing advisory relationship. Others may be more appropriate using a different account structure. Our responsibility is to explain your options clearly and recommend the approach we believe is in your best interest based on your individual circumstances and financial objectives.

a lifelong pursuit

Financial planning is not a one-time event.

The Pointe Process is our established approach to building and maintaining a plan that adapts with you, your goals, and the seasons of life.

Rooted in clarity, collaboration, and ongoing refinement, our process is designed to encourage thoughtful, intentional decisions while adapting as your life evolves. Every plan is built to help you move forward with confidence.

Explore The Pointe Process

Pointe Perspective

Our weekly video and newsletter discussions offer perspective on the markets, the economy, and strategic financial planning through the lens of long term decision making.

Explore Pointe Perspective