Legacy Financial Group
Danielle Owen
Financial Advisor|RICP®, CDFA®
Who We Serve
Our team enjoys working with high-performing women leaders who tend to be self-employed business owners, medical professionals, technical experts, and those who are still fortunate to receive pensions. Our team resonates with individuals like you. That was me. We understand what’s on your mind and can help.
Our Clients
Pre-retirees
Divorcees
Self-Employed Business Owners
Nurses/Physicians Assistants
Engineers, Software Engineers, Analysts
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Client Testimonial
Initially, I hesitated to engage with a financial advisor, believing that financial guidance was primarily for older individuals with families or homes. However, when I discovered a service that didn't require upfront payment, it suddenly became accessible and enticing. From the very first conversation with Danielle, it felt like confiding in a trusted friend. She effortlessly understood my concerns, speaking my language and meeting me right where I was at. Money is undeniably emotional, yet she approached it with such thoughtfulness, making the whole process comfortable and relatable. She alleviated the common intimidation that many, like myself, feel about financial matters, assuring me that even just one conversation could be immensely valuable. If you're like me and don’t know what a financial advisor would help you with - that’s the point. Danielle will assess your situation because everyone has a goal or challenge with money, however big or small, and she will help you solve it. Danielle caters to different stages of life and different types of people, each with their unique experiences. If you're on the fence, just have that one call – her warmth, friendliness, and intelligence make it worth it every time. She has been monumentally helpful to me.
What’s On Our Client's Minds
Increasing financial literacy
How do Restricted Stock Units (RSU) work?
How do I compare to others?
Am I going to be able to retire?
Will you work with me?
Whether you're navigating a recent divorce and seeking asset protection, contemplating retirement, grappling with where to allocate your savings, or feeling overwhelmed with organizing your financial life, you deserve the guidance of an advisor and a personalized plan tailored to your needs.
We’re here to answer all of these questions and more.
Client Testimonial
In my early 30s, feeling it was time to organize my finances, I was unsure where to start until a colleague recommended Danielle as a great advisor, and it couldn't have been more timely. Danielle's warmth, approachability, and abundance of real-life examples made our conversations feel like talking to a friend. It's crucial for me to work with a woman who understands my experiences, and Danielle fits the bill perfectly. As a self-employed individual with a fluctuating income, Danielle helps me explore creative approaches and provides detailed explanations. She guides me in building smart wealth tailored to my unique circumstances. I appreciate her hands-on approach, focusing on long-term progress rather than quick fixes or a fast payday. Thanks to her coaching, I've paid off significant debt. She's like a coach, telling me how many laps to run, and providing the clear direction I need. Danielle's guidance has brought relief. While it's tempting to rely on online financial advice or attempt to handle it myself, I've come to appreciate the value of personalized expertise.
Our Approach
Our approach starts with our mission to do the right thing and to help you take the right next step for your financial future based on our financial planning pillars. Here’s what you can expect from our team.
Financial Planning Pillars
Clarity – Education – Strategy
CLARITY
Tailored Solutions for Your Unique Journey
No two retirements are alike, and that's why we don't compare you to anyone else. We understand that conversations about finances and the future can be daunting or working with an advisor can seem inaccessible, but our goal is to provide clarity and excitement for your financial planning journey.
Start With the End in Mind
As an engineer, I know the importance of a clear vision. Without knowing your retirement goals, it's impossible to determine your needs. Let's work together to understand your aspirations and tailor the right solutions for you.
EDUCATION
Cultivating A Healthy Relationship With Money
You deserve a healthy relationship with money and the empowerment to make financial decisions from a place of strength. We're here to partner with you, educate you, and guide you towards financial confidence and independence.
STRATEGY
A Holistic Approach to Financial Planning
Our approach to financial planning is holistic, considering every aspect of your financial life. We blend technical expertise with personal connection to simplify complex matters and ensure your comfort and understanding every step of the way. We never make decisions in isolation. Understanding your entire financial picture is essential to providing sound financial recommendations. We believe in transparency and open communication to ensure that every decision is made with your best interests in mind.
Continuous Progress, Not Stagnation
We believe in always moving forward with your financial plan, ensuring that you're never standing still.
Taking The Journey Together
We're committed to being on this journey with you, as invested in your future as you are. Whether it's asking questions, understanding your money story, or planning for the long term, we're here to support you every step of the way because we believe that taking a bigger view is essential to achieving your financial goals.
Client Testimonial
Learning that Danielle can act as a fiduciary specializing in working with women and promoting financial literacy to help them become more independent immediately piqued my interest. During our initial meeting, her genuine personality, honesty, patience, and organization stood out. I felt comfortable and knew she was the right fit. Danielle keeps me accountable and helps organize my life for a better future, something I couldn't do alone. She helps me think long-term in a way that isn't overwhelming. She's not just a great advisor; she's a partner who listens, challenges, and offers alternatives without overwhelming me. She's flexible, provides options, and never pressures me. I trust her because she puts my needs first and offers valuable insights tailored to my situation. It's clear she's passionate about her work and genuinely wants what's best for me. I highly recommend meeting with her to see if she's the right fit for you.
Companies We Specifically Serve
Pear Tree Property Services – South Shore Lawn and Landscape Maintenance
Bain
Seres Therapeutics
The New York Times
Johnson & Johnson
Client Testimonial
As someone who values making wise financial decisions, finding the right financial advisor was challenging, so I attempted to manage it independently. However, when Danielle became a financial advisor, someone I know and trust, she was a clear choice. Her impeccable character speaks volumes. Danielle's guidance was pivotal in nudging me out of my comfort zone in precisely the right way to enact change. Her thoughtful questions gently steer me towards making informed decisions. When it comes to retirement planning, her insights have been invaluable. Danielle's genuine care shines through in every interaction. As one of the most successful business owners I know, her wealth of knowledge is extensive. She consistently dedicates time and effort to enhance her expertise, and I know she won't steer me wrong.
Resources for Women
Women and Retirement: 5 Challenges Women Need to Plan For | Northwestern Mutual
Women and Divorce: How to Avoid 4 Common Financial Mistakes | Northwestern Mutual
5 Ways Women Can Help Close the Gender Pay Gap | Northwestern Mutual
What’s the Role of Financial Planning in Retirement? | Northwestern Mutual
The Millennial’s Guide to Retirement Planning | Northwestern Mutual
How to Calculate Your Retirement Income | Northwestern Mutual