Financial coaching to live your life with confidence.

We’ll act as your personal financial coach to help you improve your relationship with money. Through regular check-ins, we’ll help you stay on track to meet your financial goals. You can count on us to be there to coach you through every big financial decision in your life, such as buying a house or switching jobs. Everyone benefits from a confidant by their side, and we’re here to do just that.

Financial Coaching & Planning Professionals

Retirement Income Certified Professional®

Top of the Table Member of Million Dollar Round Table, MDRT®

Serving over 200 households nationwide

18+ years of experience

Get In Touch Today

Danielle Lucht, RICP®
Financial Advisor

Call: (239) 288-7054
danielle@everwellfinancial.com

What is a financial coach?

A financial coach helps you create healthy financial habits related to your desired goals. These financial habits can range from long-term strategies to everyday money management tips. We will help you identify challenges in your current financial situation and work together to develop a personalized plan so you can overcome them.

We’ll evaluate your saving and spending behaviors and give you tips and guidelines to build accountability into your decision-making process. Knowing how you think about money is the first step toward ensuring you stay on track when it comes to day-to-day behaviors. Always encouraging, we’re here to help you find success.

Your personal financial advisor and coach.

Financial advisors and financial coaches serve different roles, but the combination of the two is truly the best way any client can ensure they stay on track throughout their financial life. By creating a personalized financial plan that aligns to your goals, Everwell Financial ensures that plan is also aligned to your emotions and money behaviors. We’re here for you at every step.

Our offices in Fort Myers and Naples provide a private setting to meet in person and discuss your personalized financial behaviors. For clients currently living out of state or just out of the vicinity of Fort Myers, we will happily set up a Zoom video conference.

Long-term relationships to meet your goals.

With 40% of financial advisors planning to retire within the next 10 years, we are not one of them. Everwell Financial is dedicated to your long-term success and will be by your side to provide a holistic approach to retirement financial planning. We want to help make sure your hard-earned assets are protected and distributed the way you want. We anticipate circumstances like:

  • Life events that require instant changes to your retirement plan
  • Ensuring your portfolio can withstand worldwide impacts such as COVID, recessions, rising inflation, rising interest rates, and market changes
  • Current reviews of all insurance policies and legal documents
  • Beneficiary reviews to ensure all accounts will pass to loved ones the way you want
  • Major life decisions like buying or selling a house, affording large purchases like an RV, or contributing to a college savings plan for grandchildren.

Contact us today.

Let’s work together to plan for your future. Our women-led financial firm is accepting new clients and taking referrals. Our phone and dedicated text lines are closely monitored from 9am to 4pm, Monday through Friday.

With offices in Southwest Florida, we invite you to visit us in person to discuss your personalized financial strategy. We also offer virtual meetings using tvideo conferencing software Zoom for individuals that currently live out of state or out of the vicinity of Fort Myers. Call us to set up a consultation. We’re looking forward to meeting you.

Contact
Phone: (239) 288-7054
Text: (239) 356-8998
Email: danielle@everwellfinancial.com

Location
1591 Hayley Lane, Suite 202
Fort Myers, FL 33907
Hours: 9am – 4pm

Proudly planning for the future of clients living in AL, CA, FL, GA, IL, IN, MA, MD, MI, MN, NC, NE, NY, OH, OK, PA, SC, TX, UT, and WV.

Check the background of investment professionals on FINRA’s BrokerCheck.