Darci Zaunmiller, CFP®, CDFA®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Darci
Bio
Hi, I'm Darci! After earning my CERTIFIED FINANCIAL PLANNER® designation and spending 15 years at a large investment firm, I realized how important it is for everyone to have access to personalized financial guidance. I'm passionate about helping people take control of their finances and feel confident in their decisions. My approach is calm, collaborative, and judgment-free. Good financial planning is about more than numbers — it's about aligning your money with your values and the life you want to live. Going through a divorce? Please message me before booking. Send me a quick note through Nectarine so I can learn about your situation and make sure we use our time together in the way that best supports you.
I Can Help You With
I Enjoy Working With
Personal Stuff
Off the clock? You'll probably find me dancing! I'm learning tap, loving my jazz class, and fully convinced I was a ballroom pro in another life. Travel is my happy place: I've hiked the Inca Trail in Peru, wandered through Ireland and Thailand, and explored Angkor Wat in Cambodia. I'm a slow-travel junkie and a trip-planning fanatic who might just become a travel agent someday, and my Kindle tags along on every adventure.
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Early Retirement Planning
- Investment Management
- Portfolio Allocation
- Asset Allocation
- Tax Planning
- Inheritance Planning
- Divorce Financial Planning
- Estate Planning
- Trust Management
- Social Security Planning
- 401(K) Rollovers
- Knowledgeable
- Friendly
- Patient
- Approachable
- Thorough
- Thoughtful
- Clear Communicator
- Empathetic
- Nonjudgmental
- Efficient
- Organized
- Calm
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Feeling optimistic about my financial future
I did a lot of research for a new financial planner who would understand my situation and am so grateful to have found Darci. During our first meeting, she was prepared and provided a lot of great advice as I worked on my marriage settlement agreement. During the meeting, she understood the pain points I'm currently experiencing and informed me of all my options. After the meeting, I felt heard and like my financial future is in good hands. I feel very optimistic working with Darci, both now and ongoing.
Great First Meeting
Darci was very friendly, knowledgable, easy to talk to, and gave us great next steps. Will meet with her again!
Came away with clarity and a plan of action
As someone who checked the intake box labeled "I have no idea what I'm doing," I greatly appreciated Darci's ability to speak in language that was easy for me to understand. She took time to back up and explain things when and as often necessary, and she did so with a holistic, big-picture mindset which I found extremely helpful to my overall grasp of the situation. Best of all, I came away from the session with a very clear plan of action and a list of priorities, including exact questions to pose to both my investment manager and CPA. Darci also took the time to follow up with detailed notes which she emailed to me the next day. In the span of one hour, I went from feeling baffled and confused to clear and empowered.
So helpful and valuable
Darci answered all my questions and was extremely helpful and knowledgeable about investing. And such a joy to speak to! Highly recommend.
You Can’t Go Wrong With Darci
Darci is the best. She flattened the learning curve on so many things for us and gave us a framework for next steps.
Kind and efficient
Darci was the best. So human and relatable while also being quick and efficient. We covered a lot of ground in just 1 hour.
Personalized Approach
Darci took the time to learn the specifics of my financial situation and provided valuable guidance. It was not a one-size-fits-all approach, which I so appreciated. Book with Darci and you won't regret it!
Darci was focused and productive during our mee...
Darci was focused and productive during our meeting. She reviewed my finances and explained key areas of concern easily, encouraged my questions, and helped me feel more confident about making financial decisions. Investing and managing finances are new to many people, and I really appreciated how Darci made these topics feel more familiar, accessible, and doable.
FI/RE - Great analysis and recommendations.
Darci analyzed our early retirement plans and gave us excellent feedback. I wanted to know the most important thing...can we retire when I'm planning based on several technical projections and if not....when and why. She delivered and not only gave us very specific answers (including a year) but gave us several things we can do to dial it in further and improve our readiness. Many thanks. So worth it.
Time and money well spent.
Time and money well spent. We had a wide range of topics to discuss and Darci was able to address each of these with a high degree of knowledge. Our situation was somewhat awkward- Darci recognized this and was able to put us at ease up front. This was good, because it allowed for an open discussion on our end. Nice application of metrics and ratios where appropriate.
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.