This quote rings true to me both personally and professionally. We all have an idea of how life should be—how we wish it was—but rarely does that idea perfectly match reality. Life gives us hardships and it gives us gifts, and it’s up to us what we do with the circumstances we are given. What brings me satisfaction as a paraplanner with Cornerstone is taking all of these pieces of a client’s circumstances (“what happens”) and crafting a financial plan (“what we do”) to achieve their goals.
I enjoy working as a paraplanner and digging into the nitty gritty details of our clients’ financial plans, from reviewing investment portfolios to tweaking retirement projections. I love solving issues, slotting moving pieces neatly into place, and putting our clients’ minds at ease. And as many of our clients have seen, I even enjoy taking my long and intricately detailed meeting notes!
I’ve always wanted to live in New England and made the move to Maine from Florida in 2019—and I couldn’t be happier! I love to spend time outdoors walking, hiking, or just sitting and soaking in a nice day. Reading is my main hobby when I’m at home. I also enjoy wandering farmer’s markets, exploring local restaurants and shops, and celebrating and decorating for every holiday I can!
Danielle is a Financial Paraplanner Qualified Professional™ designee and is working toward becoming a CERTIFIED FINANCIAL PLANNER® practitioner. Danielle graduated Cum Laude from the University of Florida in Gainesville, Florida with a Bachelor of Arts in English, and a minor in Classical Studies.
