top of page
Cheerful Business Meeting

The

Solution

Caserta & de Jongh, LLC - DIY+ Icon

Get a personalized financial game plan that is customized, comprehensive, and all based on your financial goals. 

How We Work
The DIY+ Solution - A piggy bank with a construction hard hat from a top view

Leverage our expertise in personal finance while you manage your finances.

This solution is designed for clients that have specific questions about financial planning topics or strategies that we can help implement but are not quite ready for our Wealth 360 Solution.

This is a great way for our clients to get used to our process and see the value that we bring when it comes to helping with their financial goals. 

The clients that choose this solution are provided with a needs-based financial solution, including but not limited to:

Bar graph stocks icon trending up

Investment

Planning

Piggy bank icon with coin

Retirement

Planning

House icon with heart

Estate

Planning

Shield protection icon with check mark for life insurance

Insurance

Planning

Interested in Getting Started?

Thanks for submitting! We will reach out to you shortly.

bottom of page