Darci Zaunmiller, CFP®, CDFA®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Darci
Biografía
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.
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Lo personal
When I’m not working, you’ll usually find me hiking most recently with my cat! Travel is my happy place, from hiking the Inca Trail in Peru to exploring Ireland, Thailand, and Angkor Wat in Cambodia. I’m a slow-travel enthusiast and serious trip planner, future travel agent maybe. I have a 16-year-old daughter who could not care less about finances. Dancing is my true passion, in another life I'm pretty sure I would have been a professional ballroom dancer!
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Investing
- Portfolio Management
- Tax Planning
- Inheritance Planning
- Social Security
- Estate Planning
- Risk Assessment
- Asset Allocation
- Financial Planning
- Knowledgeable
- Clear
- Patient
- Thorough
- Friendly
- Approachable
- Empathetic
- Nonjudgmental
- Efficient
- Organized
- Thoughtful
- Calm
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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.
Retirement Ready!
Darci was the perfect neutral 3rd party my husband and I needed to review our joint retirement plan. With Darci’s help we formulated a practical plan to decumulate while still planning for our future needs. Our sessions gave us the confidence to realize that we were financially ready to retire!
Very Valuable
I was nervous about this call/meeting. But the issues I was worried about, namely judgment, and being asked questions I didn't know the answers to, were non-issues. Darci is focused, thorough, knowledgeable and friendly. As valuable as the hour meeting is, the...again thorough, notes that she emailed me the day after, basically, in order of importance, laid out action steps for me to implement. To me; invaluable. Simply because we covered so much and a lot of what was discussed would have languished in the purgatory that can be my brain. Thank You Darci!
Preguntas frecuentes
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.