OUR 4 CORE VALUES
1. Personalize a Methodology and Plan
DLA understands that our clients each have their own personal preferences about how they organize their their digital assets. Because of this, we don't operate using a "one-size-fits-all" approach or strategy.
Remembering a large amount of passwords is now a modern day reality. Some clients prefer scribbling their passwords on paper. Others freely share their passwords with family members. Others use the exact same password for their website accounts.
DIA is not an auto-bot website. We're advisors who meet our clients face-to-face. We recommend tools and solutions AFTER WE LISTEN to our clients' specific needs.
We are educators with a firm belief that the best plan for our clients is the one that smoothly and effectively fits their lives.
2. Promote Community, Awareness & Competition
DLA believes in the idea of community, awareness and healthy competition.
* We benefit from the collective knowledge of like-minded professionals, our partners and, most importantly, from the wisdom our clients provide us.
* We promote awareness of both the purpose and need for a Digital Life Advisor. We advocate about the crucial importance of organizing digital assets.
* We actively welcome and promote healthy competition. This benefits the community and helps build the public's awareness about the importance and need of a digital life plan.
3. Complement the Team
DLA works with our clients' traditional Finance and Planning team.
* Financial Advisors/ (CFAs), Portfolio Managers, Research Analysts and similar advisors who use tools and analytics to help their clients invest in stocks, bonds and other products.
* Estate Planners / (many CFPs) who help their clients plan what will happen to their estate if they become incapacitated, are unable to manage their estate or pass away.
* Estate Administrators who manage a decedent's estate by compiling their assets, paying bills, creditor's claims, paying taxes and distributing assets to the heirs.
DLA also works with professionals in the nascent Digital Life Industry:
* Financial Organizers, including specialized (NAPO) Professional Organizers and "Digital De-Clutterers" who help their clients organize their finances within a systematic framework.
Certified Digital Asset Advisors (CDAAs) and Certified Blockchain and Digital Asset Advisors (CBDAs) who evaluate, recommend and execute crypto and token transactions like NFTs. They also advise their clients on crypto and blockchain in relation to estate planning.
Digital Estate Managers / Sales Professionals who will administer sales of digital portfolios including assets like virtual real estate, fractional art shares, virtual collectibles, etc.
4. Be Respectful. Be Discrete. And be Nice.
The DLA website uses "cookies".
Cookies are codes your browser stores when you visit websites. Your browser will remember these codes the next time you visit them.
We use cookies to help us study things like how fast our site loads on your device and how many people use the site. Cookies (and your browser's cache will improve your website experience.
Cookies, though, will accumulate over time. They can cause performance and/or privacy issues on your browser. Most browsers enable you to review and delete cookies. You can learn more here:
Mac (Apple) Users
PC (Windows) Users
https://helpcenter.trendmicro.com/en-us/article/tmka-20816
Google Analytics runs separately from browser cookie controls. For Google Analytics Advertising Features, you can opt-out through Google Ads Settings.
You can read more about our use of cookies on our Privacy Notice page.