Work with me
Get Professional Help
Tired of DIY’ing it? Not sure if the endless online financial advice suits your specific situation or needs? Want a little more assurance that you’re headed in the right direction? If you answered “yes” to any of those questions, then it may be time for us to talk. We offer several service options that meet you where you’re at, whether you feel completely behind, broke and lost or are feeling confident and ready to take your finances to the next level.
1-hour consult call
Let's workshop your important question or issue
Let’s talk through your main issue, question or stress point. Maybe you have a big decision to make and need to bounce some ideas around. Maybe you just need to figure out what your next step is. During this one hour phone call, I will send you on your way with customized recommendations based on where you’re at right now.
For one-time payment of $199, you’ll get a full hour with me to workshop your issue and get clear on what your next steps are. You’ll also receive an email summary of the discussion and recommendations.
Financial Health Check
Get Set in the Right Direction
This service option is for those of you who feel lost and don’t even know what the first right steps are, or for those who have gotten a good start, but now want to make sure your path forward is the right one.
You most likely don’t need ongoing white glove services, but you are probably just starting out on your financial organizational journey–even if it’s just identifying that you need to get organized–and want to make sure you’re heading off in the right direction.
- Share your goals and current financial details.
- Receive a customized saving and investing plan that you can implement on your own.
- Feel confident you're making the right decisions.
Think financial advisors are only for the wealthy and boomers? Think again. It's actually the millennial generation that needs it most.
The pace and frequency of your life transitions–like changing careers, home purchasing, family planning and building resilience against emergencies–impacts your financial situation more than any other time in your life and creates a set of complex needs that calls for ongoing financial planning.
ongoing financial support
Financial Planning Services
Instead of boring spreadsheets, chart projections and paperwork, we offer foundational financial planning services in our own proprietary process: Dream. Design. Do.
You’ll receive an in-depth financial plan that tells you the exact steps to take to work towards building your wealth, establishing your freedom and making more of a difference. You’ll also get resources and support that evolve as much as you do.
You will receive customized investment strategy recommendations that you can implement on your own if you prefer to DIY your investment management, or you can choose to have us manage your investments for a complete white glove service.
How do I know if it's time to hire an ongoing financial planner?
These are the years that we face ongoing financial strains from building our careers, navigating employee benefits, getting married, buying a house, having kids, changing jobs, getting a divorce, changing careers, potentially getting married a second time, going out on our own to start a business, etc.
Imagine having your own personal financial coach giving you customized advice that is derived straight from your financial plan whose destination is your very own unique life goals.
ongoing financial & investing support
Wealth Management Services
You’ll receive all of our comprehensive financial planning services mentioned above, and we’ll manage your investments. We have access to all SEC regulated investments and you’ll receive breakpoint discounts as your account grows. Learn more about Generation Wealth’s pricing here.
We will be your very own personal financial coach in your pocket for any and all decisions that may affect your financial picture.
- Your entire financial situation & dilemmas in complete care of professionals.
- Comprehensive financial plan & investment management customized to your situation and life goals.
- The confidence & assurance you've always wanted for the direction of your life.
Client Testimonial
“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!”
How it works
Let's get you started with these next steps
Step One
Not sure what service you may need or have a quick question for me? Book a 15-minute Icebreaker Call with Danielle here.
Step Two
Know that you’re ready to get ongoing professional help? Fill out this quick questionnaire and schedule a Zoom Discovery Meeting.
Step Three
Once we establish that we’d be a good fit, we’ll start you on our Onboarding Process and get to work on your financial plan and recommendations.
Let's Do This
Ready to finally take the reins of your financial life?
Schedule a quick 15 minute call with me to figure out where you should start or to ask me a quick question. I’ll have you on your way to a more organized financial life in no time.
It's easy to put off something when you feel less confident or anxious, but with investing, time really is money.
Free financial & investing advice is everywhere, but not every Finance Tok is a winner. Building confidence around money may take some time, but with the right guidance, it doesn’t have to feel so daunting. Working with a professional now will help you take action, step by step, in the right direction for the future.
