Engineering & Empowering Wealth

Helping Women to Take Confident Financial Steps 

Do you ever feel like your financial life is a maze, full of twists and turns, or perhaps you've hit a wall 🧱and lost which way to go next 🗺️? 

I’m here to bring clarity and structure to that chaos.  

As your partner, I close the gap between where you are and where you want to be, crafting tailored strategies that paint the big picture of your financial future. 

When you need answers, my team’s job is to plan so you have clarity, education, and options to live the life you want to live. 

Perhaps you're unsure of what a financial advisor could do for you, or you don’t feel that you have access to an advisor—well, that’s the point.  

Client Testimonial

I had been considering transitioning from my spreadsheet to formal planning for years because I was a bit nervous about the future especially as the head of our families finances. I wondered if I was making the right moves, what I might be overlooking, and if I was on the right track. Danielle made planning feel like a breeze. I felt at ease from our first meeting, especially since we're both young women supporting each other—it made everything more relatable. She really understands what it's like to be in my shoes. She gave me confirmation that I was on the right track. She suggested so many things I never would have thought of, and I really appreciate having options. Her knowledge brought insights I couldn't have gathered on my own. We took it one step at a time, and I love that we're approaching planning in stages—it's made me feel more confident that we're doing the right things at the right time. It's been awesome, and I love the continuous cycle approach to planning. Keeping the conversation going has been key. Now, I don't worry nearly as much or when I do knowing I have a plan and support provides reassurance.

Stefanie Rice, Client | Senior Director, OpenText

Turning Overwhelm into Ease

I had the unsettling experience of being in a car accident, fortunate that no one was hurt. In the aftermath, the last thing I wanted to deal with was navigating the complexities of insurance claims. Even though the incident wasn't catastrophic, my emotions were still running high, and I found it challenging to report the claim myself and answer many micro decisions in the moment. I felt overwhelmed by the barrage of questions. 

When I decided to call my insurance company and have them handle everything, I realized the value of having an expert step in. The representative anticipated my questions, understood my emotional state, and provided proactive guidance on what needed to be done. It was a one-stop shop—dealing with the policy, arranging repairs, securing a rental car—all handled with efficiency and care. 

In life, there are moments when we're better off entrusting tasks to experts who can navigate them better and faster than we could alone. 

Now is the time to seek help. Now is the time to enlist the experience of an expert who can guide us through challenges and unknowns. Now is the time to take that step towards clarity, confidence, and peace of mind. 

I believe in authentic, inclusive, and accessible financial guidance. My team specializes in guiding women and pre-retirees through the complexities of finance, empowering them with literacy and the confidence to make informed decisions. 

Client Testimonial

Completing my MBA made me realize I needed to be more intentional in managing my finances, especially with my increasing income, which prompted me to seek professional guidance after attending a financial planning class and understanding the complexity of the task. Danielle came highly recommended, and from the start, she was incredibly helpful, providing insights that broadened my horizon. Our experience, from discussing ideas to crafting budgets, has been positive. I valued her approach, as she listened to my thoughts on money and tailored her advice accordingly. Danielle has a knack for breaking down complex concepts into simple terms, helping me bridge the gap towards my financial goals. Every aspect of her guidance contributes to my financial well-being. Over time, managing finances has become a source of joy. Danielle genuinely cares about helping her clients achieve financial health, offering a thorough understanding of growth options. She is personable, thorough, and always ready to assist, even recommending other experts when needed.

Client, Client

Let’s Address the Overwhelm

Whether it's having too much money in savings, fear of making the wrong decision, or drowning in misinformation—these barriers may be preventing you from living your best life, whether it's buying a home, purchasing stocks, or funding retirement. As an engineer by trade, I’ll combine the data with what’s most important to you to provide confidence to make those crucial decisions and get unstuck. 

Imagine finally taking that vacation, making the decisions you've been stuck on, and feeling less stressed about your financial future. With our guidance, you can transition from uncertainty to empowerment, confidently saying, "I can—watch me." 

As a financial advisor my approach puts you first, ensuring that every step we take together is clear and solution-oriented and that your plan is always advancing. 

Operating a national practice, my team is here to help engineer your wealth so you can lead a fulfilling life.  

 

Let’s embark on this journey together and build the future you deserve. 

Client Testimonial

I was initially hesitant about meeting Danielle since I had never engaged in anything like it before, and I wasn't sure what to expect. However, I quickly realized how much she genuinely cared about me. Her knowledge, patience, non-judgmental approach, passion, and her role as a fiduciary were all evident, and provided me with the comfort I needed. The impact has been tremendous! Danielle taught me the fundamentals of budgeting and instilled in me the belief that I could take control of my own financial future. I've delved into numerous personal finance books and significantly expanded my financial aptitude. It's been incredibly motivating to realize how achievable my goals are! If you're prepared and committed to putting in the effort, this relationship will undoubtedly yield fruitful results.   

Lily Ghebrai, Client | ESG Senior Specialist
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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