A little bit about Danielle
MS, MPAS®, FBS®, CFP®
Danielle joined the financial planning industry in 2006 and has helped hundreds of individuals and families to effectively achieve their financial goals. Her professional credentials include the Certified Financial Planner, the Certified Financial Behavior Specialist, and the Master Planner Advanced Studies, the only graduate-level financial planning designation. In 2017, she was granted the New Professional Award from the National Association of Personal Financial Advisors, an honor only three other advisors in the U.S. have received. Her financial planning blog can be seen on Forbes, Yahoo Finance, MSN Money, Investopedia and Nasdaq and she has been featured and quoted in the Wall Street Journal, Kiplinger and Financial Planning magazine amongst others.
She serves on the Board of Directors for the nation's leading financial planning association, NAPFA. On the board, she works to advance diversity and inclusion in the planning industry and helps curate educational content for 3,700 advisors around the country. She developed a financial wellness group to help individuals transitioning out of homelessness and has participated in several free financial planning days because she believes high-quality, objective financial advice should be accessible to everyone.
You deserve the best from a financial plan.
You have been making responsible choices with your money. You pay down debt, save for a rainy day and invest, but you still aren’t sure whether it’s enough. Are you really on track to meet your goals? That’s the question we answer every day at Well Spent. We’ll give you insight into where you stand now and how well you are preparing for the future. Let’s turn your good instincts into an intentional plan for a life well spent.
You want to protect your family’s future and fulfil your goals, but calculators and rules of thumb only get you so far. You’re missing a person who will apply in-depth knowledge of the tax code, insurance industry, investment market, education system and psychology of money to your life. We love finding you the most efficient ways to save, invest, insure and give and we spend 30 hours a year honing these skills - twice as many as the average Certified Financial Planner!
You have a choice to make but don’t know if it will wreck your financial future. Do you put off the decision or forge ahead in the dark? Do you accept unnecessary sacrifice or live with lingering doubts? Neither! Our planning process helps you understand the long-term impact of all your options, so you can make the best decision for you. Welcome to feeling confident in your choices and getting the maximum enjoyment from the money you spend.
Well Spent is a fee-only firm with a fiduciary duty to clients.
Translation: we don't sell financial products of any kind and we put your best interest first always.