About Us
Our Approach
We understand the stress that comes with financial planning for your future. You need a strategy that you can depend on to ensure you have the financial stability to live your life to its fullest. We put your needs first by performing a holistic review of all your future goals and expectations. We look at your current financial situation and retirement goals to tailor a plan that is diversified and within the risk tolerances of the client. We provide a personal touch with sophisticated knowledge of financial markets.
Personalization
We treat you as a person, not a number. We listen to your past experiences and act as your ally to improve the quality of your financial life. We establish a solid plan for all potential scenarios that could unfold in your personal life. No matter what decisions you make, we have a strategy that is right for you.
Our Dedication
We are committed to your plan for the long-term. We check in with you throughout the year to make sure you are on track and make any necessary adjustments based on life changes. We give our clients what their current advisors haven’t… an exit strategy. We start with the end in mind and lay out a strategy to get you there. We provide the light at the end of the tunnel.
We know every financial situation is unique.
We consider everything from your child’s college education savings, to buying that dream vacation home. Even early retirement! We specialize in helping business owners, women, and professionals design, pack, and deploy their own golden parachute for retirement.
Every client interaction is met with the same guiding principles: a relationship built on trust, easy accessibility, a client-first mentality, and clear communication.
Danielle Lucht, RICP®, CDFA®
Financial Advisor
danielle@everwellfinancial.com
My Experience
With over 16 years in corporate financial planning, I founded Everwell Financial to provide a different approach to helping clients improve their financial lives. With a passion for helping people design their future and a longtime advocate of comprehensive planning, I will connect with you personally to ensure you have the right plan in place to achieve your goals. When I was a teenager, my father suffered back-to-back strokes that left him bedridden and unable to communicate for over seven years. The shock waves were felt in every corner of my family’s life. I am dedicated to helping our clients avoid the financial heartache that results from such unforeseen tragedies.
I am proud to say that I am a native of the Metro DC area. My educational background took me from Maryland, then Virginia. I earned my B.A. from The Catholic University of America. I also hold a M.A. in Journalism from New York University. In addition to my RICP (Retirement Income Certified Professional) designation from the American College, I also hold FINRA Series 6, 7, 63 & 66 securities registrations.
I am honored to be a Top of the Table Member of Million Dollar Round Table (MDRT). Top of the Table is an internationally recognized mark of excellence reserved for the most successful in the financial services industry. I am proud to be among the top professionals in the intensely competitive global life insurance and financial services industries.
In addition to my financial credentials, I am also a Certified Divorce Financial Analyst® certificant. As a CDFA® professional, I am skilled at analyzing pensions, retirement plans, and the short-term and long-term effects of dividing property. I can recognize the tax consequences of different settlement proposals and provide clients with valuable data analysis that shows the financial impact of any given settlement. I am able to assist clients and their attorneys in understanding how their decisions today will impact their financial future.
My Interests
- I am a parishioner of St. John XXIII Catholic Church.
- My son Jackson keeps me busy with soccer, school activities, and frequent trips to Disney World.
- I love running! I have completed several half and full marathons. Next up, a triathlon.
Why I Founded Everwell Financial?
It is personally rewarding to make a connection with people and see them reach the goals we discuss together. The opportunity to provide a positive influence on the people I meet is unparalleled.
Only 15% of all financial advisors are women. Founding Everwell Financial provides the opportunity to recruit and build a practice of female advisors.
It’s important for me to empower women with the knowledge to make important financial decisions.
Martha Lovley
Executive Assistant
admin@everwellfinancial.com
My Experience
I am a transplant from New England to Fort Myers as May of 2019. I worked in the financial services industry in Boston, MA for a nationally charted bank for 33 years. My role there was as a Senior Trust Officer which found me doing project and relationship management for the bank’s high net worth families. I administered complex trust accounts and relationships while collaborating with colleagues and clients’ other professional advisers to address the financial, legal, tax, and philanthropic needs of multi-generational families.
My Interests
- My catholic faith. I am a parishioner at St. John XXIII in Fort Myers where I provide service to the community as Lector, Music ministry and Facilitating bible studies.
- I am a certified 200-hour Hatha yoga teacher. I am in school presently to learn Yoga therapy.
- Singing, dancing and listening to any and all music.
- Bird watching/listening.
- Nature – particularly sunset walks on Bowman’s beach.
- Volunteering time and talent to non-profit organizations.
What I Like About Everwell Financial?
I believe in Danielle Lucht. She is passionate about helping people plan and invest for retirement. She looks at their current financial situation, retirement goals and tailors a plan that is diversified as well as within the risk tolerances of the client. She cares about her clients, their interests and their passions. She provides the personal touch with sophisticated knowledge of financial markets that sets her in an elite group of industry advisors.
I am excited to be a part of the launch of Everwell Financial, assisting Danielle and providing the personal touch service that people deserve.
Diane Marabella
Administrative Assistant
diane@everwellfinancial.com
My Experience
I am originally from New York and lived out on the Island in the Commack area for over 20 years. My husband and I moved to Florida in 1990 and never looked back.
I have been in banking and the financial field for 30 years, starting from a Teller and promoted to Assistant Vice Pres. Branch Manager and also working for a brokerage firm as a Branch Office Administrator. I also worked in the mortgage field for 8 years from closing loans to warehousing for a lender.
I hold many awards and certificates for my excellent customer service, team work, and exceeding my individual goals.
My Interests
- Volunteering my time for non-profit organizations.
- I am a devoted Mother, Grandmother and Great Grandmother.
- A passion for animals with dogs being number one and volunteer my services when needed.
- Enjoy interior decorating.
What I Like About Everwell Financial?
My impressions of Danielle is that she places high priority on her customers and ensures that they are informed and helped with their financial goals.
She has the drive and passion to help clients succeed and feels utmost gratification in doing so. She also brings experience of 16 years of which will benefit her team and her clients.
I am excited to be part of the firm and to enrich myself with further growth of knowledge and expansion of the business. I feel that I am lucky to be on a team that shares my passion of customer service beliefs.
How We Work
Discovery
We will organize an introductory meeting to get to know each other in a comfortable setting. Together, we will define your personal and financial goals over a short and long-term period and discuss your feelings regarding investment risk, tax sensitivities, and income needs.
Analysis
We gain a better understanding of your current financial landscape by reviewing your key financial information. Depending on your goals and alternate life scenarios, we’ll analyze your assets and establish a multi-layered view to inform the best strategy for you.
Planning & Strategy
Together we review the financial strategy and recommendations based on our past conversations. We’ll explain the rationale so you can make informed decisions. We’ll make any adjustments and implement the plan upon approval.
Long-Term Guidance
We stay connected as you work toward your goals. As your advisor, I will monitor your progress and check in regularly to review and adjust your plan based on any events or changes that have occurred in your life.
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