Danielle Seurkamp (BA, CFP®, MS, Other)

Danielle Seurkamp focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Our specialties include expert cash flow development to help clients understand their spending without having to create a detailed budget.  While clients are building their assets, the cash flow is the basis for creating a tax-advantaged savings strategy and in retirement, the cash flow is used to determine the most tax-efficient way for clients to convert their assets into an income stream.  Benefits of this analysis include lowering your lifetime tax bill, identifying how much you need to save in an emergency fund and for retirement and informing other decisions such as how much life or disability insurance coverage you need.  These analyses are built individually for each client's unique spending, rather than relying on rules of thumb.  

We also specialize in helping clients feel confident in their ability to prepare for the future without prioritizing it over the present.  When clients highly value security, they may find it easier to save money than to spend it.  The transition to retirement can be an especially challenging time for savers to adjust to spending the money they worked so hard to save.  Our unique planning process is designed to help natural savers eliminate unnecessary sacrifices as they build their wealth and increase their sense of financial security in retirement so they feel comfortable using their resources to realize their goals. 



Additional Information

Danielle Seurkamp  

Danielle joined the financial planning industry in 2006 and has helped hundreds of individuals and families to effectively achieve their financial goals.  Her professional credentials include the Certified Financial Planner, the Certified Financial Behavior Specialist, and the Master Planner Advanced Studies, the only graduate-level financial planning designation.  In 2017, she was granted the New Professional Award from the National Association of Personal Financial Advisors, an honor only three other advisors in the U.S. have received.  Her financial planning blog can be seen on Forbes, Yahoo Finance, MSN Money, Investopedia and Nasdaq and she has been featured and quoted in the Wall Street Journal, Kiplinger and Financial Planning magazine amongst others. 

She serves on the Board of Directors for the nation's leading financial planning association, NAPFA.  On the board, she works to advance diversity and inclusion in the planning industry and helps curate educational content for 3,700 advisors around the country.  She developed a financial wellness group to help individuals transitioning out of homelessness and has participated in several free financial planning days because she believes high-quality, objective financial advice should be accessible to everyone.

NAPFA Start Date

May 12, 2011


This Office

9435 Waterstone Blvd Ste 140 Cincinnati, OH 45249-8229 Phone: (513) 299-8444 Fax: (513) 771-7344