Danielle Fortenbery - Financial Planning & Wealth Consulting

Danielle Fortenbery - Financial Planning & Wealth Consulting Danielle Fortenbery is a Financial Advisor who works with clients to build a customized financial plan for them and their futures.

You don't need to go it alone! Let us help.
01/12/2026

You don't need to go it alone! Let us help.

Take the guess work out of what the future looks like. My team and I can show you!
01/09/2026

Take the guess work out of what the future looks like. My team and I can show you!

A goal without a plan is just a wish. You identify what's important and we create the plan to get you there.
01/07/2026

A goal without a plan is just a wish. You identify what's important and we create the plan to get you there.

It all starts with good habits! A new year is a perfect time to reassess spending and savings habits.
01/05/2026

It all starts with good habits! A new year is a perfect time to reassess spending and savings habits.

Breaking down expenses can sometimes feel overwhelming but it doesn't need to be! Let my team and I help.
01/01/2026

Breaking down expenses can sometimes feel overwhelming but it doesn't need to be! Let my team and I help.

As we prepare for a new year, what are some things you are hoping to accomplish in 2026?
12/30/2025

As we prepare for a new year, what are some things you are hoping to accomplish in 2026?

What are you pushing to accomplish in these last few weeks of 2025? I am running to meet my 2025 business goals. All whi...
12/01/2025

What are you pushing to accomplish in these last few weeks of 2025?

I am running to meet my 2025 business goals. All while identify stretch targets I can set for 2026. I am also pushing my fitness commitments in the remaining weeks.

In 2026, it's essential to be aware of investment contribution limits to maximize your financial strategy. Planning ahea...
11/17/2025

In 2026, it's essential to be aware of investment contribution limits to maximize your financial strategy. Planning ahead can help you make the most of your dollars. Having discussions about effective investment strategies can lead to better outcomes. Let's explore how to approach your financial goals for the upcoming year.

Are you aware of the changes coming for 2026? Let's talk about it and make the most of your contributions.
11/15/2025

Are you aware of the changes coming for 2026? Let's talk about it and make the most of your contributions.

Be aware of the latest scam circulating. It's important not to respond and to block the number immediately. Scammers are...
10/07/2025

Be aware of the latest scam circulating. It's important not to respond and to block the number immediately. Scammers are hoping for any reply, even a simple 'wrong number.' Protect yourself by blocking and reporting the number to your carrier. Stay vigilant.

You identify what's important and my team and I will help create a roadmap to get you there. Let us help you own your fi...
09/17/2025

You identify what's important and my team and I will help create a roadmap to get you there. Let us help you own your finances, instead of the other way around.

Let's connect.

Last week, my dog, Potato, had TPLO surgery. It's a pretty extensive surgery and has a long recovery period. It's been s...
09/12/2025

Last week, my dog, Potato, had TPLO surgery. It's a pretty extensive surgery and has a long recovery period. It's been so hard watching him be confused as to why he's confined. This morning I set aside my to-do list and just sat with him and had my first cup of coffee.

In such instances, I reflect on the gratitude I hold for the business and career I've cultivated. The adaptability to meet client needs while caring for Potato during his crucial initial recovery phase is invaluable.

Let's spread some joy by sharing pictures of our furry companions in the comments below ❤️

Address

Syracuse, NY
13309

Opening Hours

Monday 9am - 5pm
Tuesday 7am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13152224921

Website

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