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About Me
Hi, I'm Danielle.
I am a CERTIFIED FINANCIAL PLANNER™, co-owner of wealth management firm Generation Wealth and host of the podcast, Wealth by Design. My passion is showing women how to work towards building their wealth through practical financial planning principles, through a progressive lense. As a mom of twin two-year old girls, I am more determined than ever to pave the way for sound financial advice for women of the next generations. My hope is that you’ll find a place here that cuts through all the gimmicky investment tips and get-rich-quick schemes online and instead one that guides you to sound, often unsexy, financial decisions that move the needle with your wealth.
While there is plenty of personal financial advice online (budgeting, debt, money mindset, etc.), I take a deeper role that focuses more on helping women create a tactical comprehensive financial plan that allows them to build wealth for themselves, their family and generations to come.
I’m a #twingirlmama, community builder, baking enthusiast, LSU alum, TV binger and cat lover. Along with my husband, girls and cats, we live in a historical home in downtown Lake Charles, LA.
Our family loves New Orleans and we visit The Big Easy any chance we get. I lived there for 3 years, and I not only met my husband there but I had a popular food + travel blog called showmeyournola, and I still consider myself a foodie!
What if I told you there's a better way?
Imagine what it will feel like when you can finally silence all the conflicting financial advice out there. Imagine finally organizing and prioritizing your wealth with one plan customized to your unique situation, no matter how messy it may feel right now. Yes, you want to be guided in the right direction and you want a clear plan…but more than anything…you want peace of mind and simplicity.
Finding the right fit with a wealth advisor can offer just that: a weight lifted off your shoulders because you can finally be confident in your next financial steps–and knowing that if you make a mistake, they’ll tell you exactly how to get back on track.
Whether you are just getting started with your career or business or you’re all ready for your work-optional lifestyle, we meet you where you’re at to give tailored advice for not only how to build your wealth, but how to live your best life with the wealth you’ve worked so hard to build.
Core Values
I don’t just believe in building wealth for the sake of wealth. I believe in using your wealth to create the life you’ve always dreamed of–even if that just means being able to put your kid through college, giving abundantly to the causes that align with your values or not having to stress about taking vacations or dining out whenever you want to.
- clients first all the time
- Trustworthiness
- Reliability
- social responsibility
- "Wow" service experience
- structured processes
it's never too late
Whether you have "I missed the boat" syndrome or "I'm too poor/young/ uninformed" syndrome, it's never too late to start your wealth journey.
In 2016, my husband and I started our lives together with a $0 net worth. Even still, we managed to scrape together a 7.5% down payment on our first home with the money we had saved up by living with my parents for the 6 months leading up to that moment.
From there we built our foundation for wealth, using the principles I use for every single client. We leveraged low-interest debt and implemented a disciplined, automated and customized saving and investing plan that was tailored to our unique goals.
We made sure we had just the right amount of insurance and got our estate planning in order…all the while busting our tails off to increase our income year after year so we could save and invest even more.
In 7 years, we’ve come a long way…even through having twins in a pandemic and having one of the strongest hurricanes to ever hit the US wreak havoc on our home and community.
I know the road is long and hard, but I know the directions. There is no shortcut or quick fix, but there is a clear path to your own definition of success for the dedicated and patient.
It’s my passion to show progressive women executives and modern entrepreneurs how to build real wealth with tried and true financial planning principles, one step at a time.
Your next steps
Ready to start your wealth journey?
Whether you’re ready for professional help or not, here are some actionable steps you can take right now to move the needle with your wealth and create a sound financial life.
Freebie
Wealth Roadmap
Get the exact 5-step Roadmap I use for myself and clients to help them get started on building a solid wealth foundation. No more guessing or one-off strategies. If you’re ready for action, this guide is for you!
Services
Financial Planning
Ready for us to take the reigns? We have several service options that meet you where you’re at…even if you’re just starting out or drowning in debt. We’ll make a plan and guide you through every big life goal.
