• Why Women are the Secret Weapon of Wealth Creation: Your Financial Sisterhood Guide

    Danielle Nava is a dedicated CERTIFIED FINANCIAL PLANNER™. Danielle’s passion for advocating women’s financial literacy stems from her experiences witnessing women’s challenges in navigating finances and investing for the future. Her journey, fueled by a desire to bridge the gender gap in financial knowledge, aims to create an inclusive space where women feel confident, informed, […]

    CONTINUE READING

  • June Newsletter – Getting in the zone this summer

    You know how in the movie Soul, 22 takes him to the “zone” room where people on Earth are in the middle of achieving their life’s purpose and quite literally are in “the zone?” Well, that’s how I feel when I help Millennial women figure their money stuff out. I love every part of it… […]

    CONTINUE READING

  • The Intermediate Bucket: A Smart Foundation for Wealth

    When it comes to financial planning, the Bucket Strategy has gained significant popularity for its practicality and effectiveness, but the intermediate bucket doesn’t get enough attention in my opinion. The Bucket Strategy involves dividing your savings into three buckets: short term, intermediate term, and long term. While the short and long-term buckets are widely recognized […]

    CONTINUE READING

  • It’s Not Your Fault (in my best Robin Williams voice)

    Friends, as Women’s History month approaches, I’ve been researching a lot of statistics about women & wealth. One issue in particular that has my attention is the Gender Investing Gap. I know you’ve heard of the Pay Gap, but have you heard of the Investing Gap? Well, unlike the Pay Gap, the Gender Investing Gap […]

    CONTINUE READING

  • Feb 3rd, 2023 Newsletter

    Life Lately Say a little prayer for me…We are leaving for Disney tomorrow!! The excitement is palpable in this household! I used to roll my eyes at Disney trips, but I have to admit…I’m excited for the girls’ excitement. Vida is already pointing to the Epcot ball and saying “Anna” because I told her that’s […]

    CONTINUE READING