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Danielle Nava

Danielle Granger Nava, CFP® is a Wealth Advisor and co-owner and VP of Generation Wealth, a family-owned wealth management firm that specializes in comprehensive financial planning for women executives, modern entrepreneurs, and families of all generations.

4 Thanksgiving Lessons for a Feast-Worthy Financial Plan

Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to be had in planning, preparing, and celebrating this annual feast.1 Here are four Thanksgiving lessons that might help your household’s financial plan year-round. Planning is the Key to Preparation You …

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Saving for Now, the Future, and In-Between

What’s the most important part of your financial strategy? Creating an emergency fund? Saving and investing? Understanding what money goals you need to set for your priorities? Trick question, it’s kind of all three. Accounts on Your Bucket List (pun intended) First up: let’s talk about the accounts you might use for each bucket. Each …

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