Danielle Seurkamp, CFP®, MS Well Spent Wealth Planning
- 9435 Waterstone Blvd. Suite 140-1, Cincinnati, OH 45249
- (513) 299-8444
- https://www.wellspentplanning.com
About Danielle Seurkamp, CFP®, MS, MPAS®, FBS®
Find out if you’re on track. Keep more of your money. Grow your sense of financial security.
At Well Spent Wealth Planning, we turn your good instincts into an intentional plan to have the life you want now and in the future. Our specialization in cash flow and tax planning will help you find the most efficient ways to invest, save, insure and give. By the end of our initial planning process, we will have given each area of your financial life the attention it deserves and ensured that it has been optimized for you. Our mission is to grow your sense of financial security, free you from unnecessary sacrifice and prepare you for a life well spent.
About Well Spent’s founder, Danielle Seurkamp MS, MPAS®, FBS®, CFP®:
Danielle joined the financial planning industry in 2006 and has helped hundreds of individuals and families to effectively achieve their financial goals. Her professional credentials include the Certified Financial Planner, the Certified Financial Behavior Specialist, and the Master Planner Advanced Studies, the only graduate-level financial planning designation. In 2017, she was granted the New Professional Award from the National Association of Personal Financial Advisors, an honor only three other advisors in the U.S. have received. Her financial planning blog can be seen on Forbes, Yahoo Finance, MSN Money, Investopedia and Nasdaq and she has been featured and quoted in the Wall Street Journal, Kiplinger and Financial Planning magazine amongst others.
She serves on the Board of Directors for the nation’s leading financial planning association, NAPFA. On the board, she works to advance diversity and inclusion in the planning industry and helps curate educational content for 3,700 advisors around the country. She developed a financial wellness group to help individuals transitioning out of homelessness and has participated in several free financial planning days because she believes high-quality, objective financial advice should be accessible to everyone.
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Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Cash Flow/Budgeting
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Flat Fee
Fee Options:
- Monthly Fee: $312.50+/mo
- Flat Fee: $3,750+/engagement
SEC Records:
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
