Thanks for your interest in working with a CERTIFIED FINANCIAL PLANNER™ professional who offers fee-only services and comprehensive financial advice. This is a great decision on your part!
When you sign up for a free consultation you can choose to either meet over zoom from any location or come to the office at 5301 Williamson Rd. Roanoke, VA.
During our meeting we will discuss your big-picture financial goals. This might include retirement, financial independence, starting a business, taking care of a loved one, avoiding taxes, leaving a financial legacy after you die, building the home of your dreams, traveling the world, etc.
I will assess what your goals are, mention some goals you may not have thought of, and explain how my services work. I will be happy to give you good advice even in this free meeting as I have nothing to hide and I’ve always believed in providing massive value from the very beginning of the relationship.
We can use this meeting as an opportunity to see we want to move forward with a professional relationship. You can choose to become a client in this meeting or think about it. Regardless of the outcome, I believe you will leave feeling better about your situation, if for no other reason, then because knowledge is power.
I look forward to meeting with you. Please schedule a meeting with me here.
If you choose to visit our office space you will experience the brand new construction which is part of the new shared office space initiative of the Greater Williamson Road Area Business Association, of which Daniel serves as the chaplain. There are beautiful conference rooms as well as Daniel’s spacious office. Come in for a nice cold water or hot cup of coffee and leave refreshed, and wiser about your finances.
When Daniel is not giving financial advice or managing investments, he enjoys renovating properties, real estate investing, drinking coffee, hanging out with friends, spending weekend trips in his camper van, and exploring the outdoors on a hiking or biking trail in his hometown of Roanoke, VA and beyond.