I am a millennial supporting the three generations surrounding me: My grandma lives nearby and needs 24-hour care. My mom cares for my grandma but struggles with her own health. Finally, my daughter needs my love and support as a young child. This unique yet challenging experience has intertwined caregiving with my financial expertise.
As a family caregiver, I have learned much about elderly care, the emotional toll, and the family conflicts that come with helping a loved one. As a CERTIFIED FINANCIAL PLANNER™ professional, I want to empower family caregivers to make the best financial decisions for their families.
Every birthday starts with a wish, the hope that you can soak in every little memory for as long as possible. One day, my grandparents are picking me up from school and the next they are waiting for my high school ceremony to end.
Every moment with my grandparents is a sacred part of my memory.
No matter how my life turned my grandparents always found a way to be present in my life. Even when we lived an hour away, my grandparents were always just a phone call away. Whether it's advice about school or boys, I always knew I was getting honest advice.
After my grandfather passed away suddenly in 2016, my grandma had to live without her soulmate and partner of 60 years. Even though my grandma was grieving, we wanted to ensure her that life was worth living.
In 2019, my husband and I welcomed our daughter. As she grows up, I want to instill strong family roots and traditions. My grandparent's entrepreneurial spirit and card-playing skills will be a love note passed down to my daughter.
When Covid hit, we decided to move back to my hometown to take care of my grandma. A couple of months after moving back home, my grandma fell and fractured her hip. Since then, it has been difficult for her to walk and function the way she did before. Repeated falls and health scares have gotten her to know the ER staff well.
I've been there. I'm raising my daughter and supporting two generations of elders. As a fee-only CERTIFIED FINANCIAL PLANNER™ professional, I weave together my knowledge, your financial information, and reasonable assumptions so you can make the best decisions for your family.
In order to provide the best quality of care to our clients, Danielle is continuous learner. Danielle is currently obtaining her Masters in Advanced Financial Planning Program, Taxation Option at Golden Gate University.
The bottom line is that I can help you with balancing your money, time, and heart to care for everyone you love.
Here's a guide to what I have learned as a Sandwich Generation family member: