Testimonials
Don't take my word for it. Hear what my clients have to say.
We meet our clients where they’re at and create comprehensive, sustainable paths forward—helping them create financial plans that serve their own lives.
"I didn't feel judged for past poor financial decisions I've made nor for my lack of finance knowledge."
I highly recommend anyone, no matter your age or financial status, who has any questions or doubts about how to start investing or if they are currently investing wisely, to seek out Danielle and her team’s advice. I work in healthcare so my knowledge of the finance world- common terms used, 401K’s, IRAs, stocks and bonds, etc. – is very limited, but I was encouraged to ask questions and I never felt like anything was over my head. I didn’t feel judged for past poor financial decisions I’ve made nor for my lack of finance knowledge. When our initial meeting concluded I felt very motivated and encouraged about what my future holds. Highly and strongly recommend!
"I feel Empowered. Educated. Ready to set myself and my family up for a good financial future."
I really appreciate that Danielle took the time to answer all of my questions, explain everything in easy to understand terms, and then gave me actionable steps to take to start managing my wealth. I feel Empowered. Educated. Ready to set myself and my family up for a good financial future. Thank you so much for your guidance! I am excited to implement everything we discussed and to return to you in a better financial position.
During my 1 hour consult call, Danielle provided me with great information and actionable steps to take to get myself into a better financial situation. She took the time to listen to my questions. She answered them in a way that was easy for me to understand as someone with limited financial knowledge. Then she told me exactly what I needed to do to begin the journey of growing my wealth. She listed out everything I needed to do in a follow up email which was nice because I am able to refer back to it again and again. My call with Danielle left me feeling educated and empowered and ready to tackle my finances.
Let's Do This
Ready to start a journey towards real wealth?
Inside our 1:1 consulting services, we help women (and their families) refine and align their goals with their money.
Our clients span over a wide range of industries—from shop owners, to award-winning authors, to c-suite tech professionals, photographers, graphic designers, wide-ranging health professionals, 9 to 5’ers, and more!
