FAQs

We take a client-first approach, listening to your lifestyle, priorities, and dreams. Whether it’s creating a custom budget with zero-based budgeting or designing an investment portfolio aligned with your risk tolerance, we craft strategies that feel personal and empowering.

Zero-based budgeting is a technique we use where every dollar you earn is assigned a purpose—covering expenses, savings, or investments—leaving no waste. It’s a fresh-start approach each month that encourages mindful spending and aligns your finances with your goals.

We create customized investment portfolios with a focus on diversification—spreading your money across stocks, bonds, and real estate. This balances risk and growth, aligning with your long-term objectives and comfort level.

We adapt your financial plan as markets shift and your life evolves. With ongoing support and expert insights, we help you seize opportunities, avoid pitfalls, and maintain economic stability for the future.

Our commitment to transparency, personalized strategies, and client education sets us apart. We use straightforward language to explain complex ideas, ensuring you understand and own your financial decisions.

Look for expertise, personalization, and trust. At Daner Wealth Management, Marc Daner and Kellie M. Borror bring years of experience and a client-first philosophy to craft plans that secure your wealth and legacy.