let's de-complicate growing your wealth
Lazy Wealth for Smart Women.
Let’s get real. You want to grow your wealth, but your life capacity is low on time and effort. As a qualified professional with a decade of experience, I will show you what really moves the needle with your wealth. I share both the practical and simple strategies that can work for everyone, while also building custom strategies that work specifically for you and your situation. And my experience with–and unique understanding of–women just like you is my superpower.
Hi! I’m Danielle Nava, your CERTIFIED FINANCIAL PLANNER™ professional and ethically responsible financial advisor dedicated to helping powerful, ambitious and creative women like yourself step into your Wealth Power and reach your unique life goals, the lazy + smart way.
Get the free roadmap to a solid wealth foundation
Overwhelmed at figuring out where to even start? I got you! This roadmap spells out the exact 5 steps you need to take and why you need to take them, prioritized and wrapped in a bow.
What is your money fueling?
I think we can universally agree that money cannot, in fact, buy happiness. But it can buy a down payment on your dream home, vacations, freedom to leave a bad situation, a house cleaner to save you precious time, your children’s future college education and yes…retirement…but I prefer we work towards a work-optional lifestyle 😉 Like it or not, money can fuel your life’s biggest dreams.
So the bigger question is: are you optimizing your money fuel?
one-hour engagement
1-Hr Consultation Call with Danielle
Let’s talk through your main issue or stress point. Maybe you have a big decision to make and need to bounce some ideas around. I will send you on your way with customized recommendations based on where you’re at right now.
One-Engagement Intensive
Financial Health Check
Tired of attempting one-off strategies that ultimately get you nowhere in your wealth journey? Want a snapshot of where you stand right now & detailed directions of where to go from here? This one-time engagement is for you.
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Ongoing Financial Planning Services
Are you over trying to keep up with DIY’ing your finances & ready to level up to a white glove service? Our team is ready to take comprehensive care of your financial planning so you reach all of your life’s big dreams.
the number one question i get is:
Is this the right time to start financial planning?
I get it. We tend to think that only retirees or the mega-wealthy get financial advice. But my answer to the above question is always the same: when setting off on a road trip, when do you plug in your destination address into your GPS? As you’re taking off or when you’re almost there? Knowing you, probably at the start. I’m going to go out on a limb here and assume you prefer the start.
You already know this: If you want the most efficient route, you need the destination from the beginning.
It’s the same with your life. You need to identify your goals, the best path forward for you and you need to have enough fuel to get you there.
About Me
Hello, I'm Danielle
I’m a mom to beautiful twin girls, Adora & Vida, a CERTIFIED FINANCIAL PLANNER™ and the co-owner of Generation Wealth. Since 2015, I’ve been passionate about helping women just like you with one of the most important journeys in their life: using their money to fuel their life goals and build wealth for freedom, power & generational wealth, the Lazy + Smart way.
I’ve helped 5-figure Millennials with modest goals to multi-millionaire GenX’ers (any everywhere in between) who are preparing to retire early, all while honoring their desired lifestyles and values they hold dearly.
I pride myself on meeting you exactly where you’re at today, whether it’s getting you out of high-interest debt, building your Emergency Fund or creating a custom financial plan and investment strategy for your goals.
I know what it feels like to have a messy financial situation. I’ve had to go into credit card debt to pay the rent, and I went more years than I’d like to admit without saving a dime. In 2015, however, at the beginning of my financial advising days, everything changed.
With a new career and the building of my own family ahead of me, I started taking my own advice. I was able to turn my situation around completely…without paying off large amounts of debt (I actually took on MORE), skimping on dining out or letting go of vacations! Get the exact framework I used here.
Almost a decade later, I’ve helped hundreds of women do the exact same thing. Check out some of my testimonials to see what it would be like to work with me here.
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the ultimate wealth-building freebie
5-Step Roadmap to Build Towards a Solid Wealth Foundation
Overwhelmed and don’t even know where to start? Enter my 5-step roadmap! If you’re craving a prioritized financial to-do list, learning the “why” behind each task and exact instructions on how to implement it…you need my roadmap and you need it now!
On The Blog
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