Today we’d like to introduce you to Danielle Lucht
Danielle, we appreciate you taking the time to share your story with us today. Where does your story begin?
My journey into finance began out a desire to find financial security for myself and quickly led me to want to provide the same for other women. Now, after 20 years in this business, and four years in October 2024 of owning Everwell Financial, I’ve realized my story is always been leading me to to empower women through personalized financial planning.
From a young age, I’ve been ambitious. I’ve also faced adversities. From not getting into my dream college at 17 years old, to shifting from a journalism career to a financial one with no female mentors, to losing my marriage and my mother within a year of each other, I know every woman’s financial journey is unique because our dreams are different.
Our responsibilities are also different.
Many times throughout my story, I’ve caught myself focusing on everyone else but me. I let myself get lost. I see that with many of my clients when it comes to their finances. I help them find their monetary goals again and really put them into play.
My complicated story has allowed my focus to be crystal clear: I build wealth for women and ensure their financial independence.
I’m sure it wasn’t obstacle-free, but would you say the journey has been fairly smooth so far?
No, not at all.
As I briefly mentioned earlier, I’ve had a non-linear path to my current role. The last several years have felt more like a gravel road than a fully paved highway.
My Gravel Road:
2020 – Covid & Decided to Go Independent
2021 – Divorce process started
2023 – July – staff member quit and gave 7 hours-notice
2023 – Launched Fairwell Consulting (new business focused on divorce coaching)
2023 – August – After 2 years the divorce is finalized
2023 – September – Skin Cancer
2023 – October Walking Pneumonia
2023 – November Mother In Hospice
2023 – December – Mother Passes Away
Throughout it all my business grew because the 16 years prior had been full of me committing to my clients and being truly invested in their best interests.
Challenges come. It’s how we navigate them that truly defines us.
As you know, we’re big fans of Everwell Financial . For our readers who might not be as familiar what can you tell them about the brand?
Everwell Financial is a financial planning and advisory firm that specializes in empowering women to make informed financial decisions. The firm offers a range of services including retirement planning, wealth management, and financial coaching, with a strong emphasis on catering to the unique financial needs of women. What sets Everwell Financial apart is its deep commitment to providing personalized financial solutions, especially for women going through life transitions such as divorce.
I think it’s almost important for your readers to know I’m a Certified Divorce Financial Analyst® (CDFA®), which allows me to offer specialized support in divorce financial planning, ensuring that women receive equitable settlements. This focus on helping women achieve financial security is a core aspect of the brand, and it is reflected in both the services offered and the firm’s ethos.
Everwell Financial is also known for hosting events like “Smart Women Finish Rich,” which provide women with the tools and knowledge they need to take control of their financial futures. This dedication to education and empowerment is something the firm takes great pride in.
At its heart, Everwell Financial stands out for its client-centered approach, commitment to integrity, and the strong, supportive community it has built for women navigating their financial journeys. Whether it’s through personalized financial planning or specialized divorce consulting, Everwell Financial is devoted to helping women live “Ever Well.”
Do you have any advice for those looking to network or find a mentor?
Ask. I’ve found those who ask, receive. Those who do not ask, are stuck without a mentor or network.
Contact Info:
- Website: https://everwellfinancial.com/
- Instagram: @everwellfinancial/
- Facebook: @EverwellFinancial
