Lazy Investing Class – Waitlist

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Wealth Game Plan
Masterclass for Women+

Be the first to get the invite to my live class that will teach you how to set up a solid financial foundation and start investing so you can work towards growing your wealth while you sleep, slay and play.

The world of investing is mystical to you because no one has broken down complex investment concepts and converted them into your language, until this class. As a CERTIFIED FINANCIAL PLANNER™ professional with a decade of experience working with women just like you, no one online is more qualified to guide you through this journey.

This class is for everyone who is looking to learn how to unlock the potential of investing, whether you’re a seasoned investor or just getting started, ensuring that even if you have no prior knowledge or experience, you can confidently navigate the investment landscape.

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Who am I?

Hello, I’m Danielle! I’m a mom to beautiful twin girls, a CERTIFIED FINANCIAL PLANNER™ professional, co-founder of Generation Wealth and showing women+ how to ignite their Wealth Power is my mission.

Let’s work towards more wealth, more freedom, more choices and more power, the lazy + smart way, together!

What will you learn in this class?

What is investing? I break it down in a language you can understand and relate to.
Why do we invest? Every woman's goals are unique, but we have a lot more in common than you may think.
Types of Accounts: which ones are best for you right now?
How do we invest? I cover how to create a Goal-Centered strategy that is tailored to your unique goals, time horizon and risk tolerance.
Where do we invest? I go over all your options so you walk away with clear action steps.
How do we do this all in the Lazy + Smart way? I'll show you how to set up efficient, simple & automatic systems.

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Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and dba Generation Wealth are separate entities from LPL Financial.