Financial Planning That Reflects Your Life

Boutique Financial Planning Services That Go Beyond Advice.

Our first priority is helping you take care of yourself and your family. We take the time to learn more about your personal situation, your lifestyle, and to identify your dreams and goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. 

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Why We Serve

Why We Serve

Our firm was founded on the belief that wealth management should be as personal as the lives it supports.


We understand the opportunities and challenges that come with building wealth, preparing for retirement, and navigating major life transitions.

We’re here to provide thoughtful guidance and personalized support through every stage.


Led by Christiana Lovelace, AAMS®, a seasoned advisor with a passion for helping others gain financial clarity, Diamond Pointe Financial combines deep industry experience with a modern, client-centered approach to planning.

Refined Planning, Built Around You


We don’t deliver templates.


Every strategy begins with deep listening and ends with a plan that’s thoughtfully constructed to reflect your goals, values, and lifestyle.


Our approach combines timeless financial principles with forward-thinking tools to support your evolving priorities.


Insight and Instinct Meets Expertise

 

Christiana brings more than credentials - she brings perspective.


With a background in banking, revenue management, and financial advisory leadership, she applies both practical knowledge and instinct developed from observing economic patterns and guiding real people through meaningful transitions.


Boutique Experience with Depth


At Diamond Pointe, you receive the care and attention of a boutique firm with the capabilities of a full-service practice.


From strategic retirement planning and tax-aware investing to family transitions and legacy conversations, every detail is considered.


Guidance for Life’s Transitions


We specialize in helping our clients navigate complex life changes while balancing today's needs and tomorrow's wants.


Whether you're building wealth, planning for retirement, or rebuilding after loss or separation, we meet you where you are with compassion, clarity, and a plan built just for you.


Who We Serve

Who We Serve

We specialize in supporting women, families, and professionals through life’s most important financial transitions with confidence, intention, and care.

Our clients value the benefits of full service financial planning. They are ambitious, thoughtful, and ready to take ownership of their financial future.

Professionals Building Wealth

You’re advancing in your career and looking to make strategic financial decisions that align with your goals. We provide proactive planning, personalized guidance, and a long-term perspective aiming to support your growth and evolving needs.


Women Navigating Life Transitions

Whether you’re newly independent, navigating a divorce, or planning for the future, we offer thoughtful, judgment-free support. Our process is designed to help you move forward with clarity and confidence.

Families Planning Ahead

You’re thinking about more than today; you’re planning for the life you want to build and protect. We work with families to create intentional, flexible financial strategies that can adapt as life evolves.


Individuals Preparing for Retirement

You’ve worked hard to build your success and thoughtful preparation matters more than ever. We design personalized retirement strategies that focus on long-term stability, tax efficiency, and aligning your income plan with your goals.

Ladies in Leadership

Ladies in Leadership

Strategic wealth designed for accomplished women.

You’ve built a career by leading with vision, making complex decisions, and managing substantial responsibility professionally and personally.

At this stage, your wealth should reflect not just what you’ve earned, but what you’re building next.

At Diamond Pointe Financial, we provide private, strategic financial planning services for women in leadership who want clarity, discretion, and a trusted advisor with the expertise to match their own.

This isn’t entry-level financial planning. It’s bespoke strategy for women who carry influence, manage complexity, and need their advisor to stay ten steps ahead. 

Financial planning is one of the most personal and impactful ways to support others - it’s what inspired me to build Diamond Pointe Financial. This firm reflects my commitment to thoughtful guidance, genuine care, and a modern approach to financial strategy.

I believe everyone - regardless of wealth or background - deserves access to meaningful guidance and a clear, personalized plan. My work centers around helping women, families, and professionals feel more confident in their financial decision-making as they navigate life.

I began my financial services career with Bank of America in 2012, where I worked with individuals and families helping them explore strategies for building wealth, managing debt, and balancing a variety of financial goals. In 2017, I joined Edward Jones, where I earned my securities and insurance licenses. Those years of working closely with clients and building lasting relationships deepened my passion and ultimately led me to create a boutique firm with a more personalized and independent experience.

Originally from rural East Tennessee, I moved to Hickory during the 2008 financial crisis - an experience that shaped how I view financial resilience and the role advisors play in offering consistency and support through life’s transitions. I’ve always been drawn to people-first work, and that background taught me to listen well, lead with care, and help clients navigate complexity with grace.

I later earned the Accredited Asset Management Specialist® designation through Kaplan, completing advanced coursework in investment planning, insurance, estate strategies, and tax-efficient growth. I’ve built my expertise with intention, so I can better support the clients who place their trust in me.

Today, I live in the Hickory area with my husband, Monte. Our boys, Bradley and Riley, are both proud graduates of Appalachian State. We enjoy camping, traveling, and supporting charitable organizations that matter deeply to us.