ABOUT DARING GREATLY WEALTH

The inspiration for Daring Greatly Wealth comes from Theodore Roosevelt’s famous speech “Man in the Arena”, given in Paris in 1910. His speech encourages us to live with intention and courage, instead of sitting on the sidelines and staying on autopilot.

WE ONLY GET
ONE CHANCE AT LIFE,
AND IT’S WORTH
DARING GREATLY FOR!

Daring Greatly Wealth is a financial life planning practice that aims to help those in their 20’s and 30’s build wealth while still prioritizing their life now. Our goal in working together is to educate and empower you to feel confident in your financial decisions and future aspirations. Through a unique and personalized approach, we guide you in aligning your money with your life – not the other way around.

ABOUT

Lillian

After growing up in the Midwest, Lillian escaped to Scottsdale, Arizona (sight unseen!) upon graduation from the University of Wisconsin-Milwaukee with a B.B.A in Finance. She first joined the wealth management industry in 2017 and immediately found her calling as a financial planner. However, she had a nagging sense that there was more to money than just the technical side, and after completing her CERTIFIED FINANCIAL PLANNER TM (CFP®)
certification, she began a deep dive into the realm of Financial Therapy and Financial Life Planning. She also enjoys helping others navigate their student loans, and became a Certified Student Loan Professional (CSLP®) in 2022.
Lillian has spent the last year at Golden Gate University earning a certificate in Financial Life Planning, and recently completed her Registered Life Planner (RLP®) certification.

In addition to her passion for Financial Life Planning, Lillian also has a deep calling for helping those in need. She serves as Vice President of the Phoenix Children’s Hospital Emerging Leaders Board, and volunteers her time as a Wish Grantor with Make A Wish Arizona. Lillian is also President-Elect for the National NexGen Board of the Financial Planning Association.

As for the fun stuff, Lillian is an avid reader with a huge sense of adventure. She aims to travel every few months, either to attend a conference or experience a new part of the world. She is obsessed with dogs (especially frenchies!), energy drinks from Dutch Bros, and living life on her own terms.

B.B.A IN
FINANCE

CERTIFIED
FINANCIAL
PLANNER

CERTIFIED
STUDENT LOAN
PROFESSIONAL

REGISTERED
LIFE PLANNER

B.B.A IN
FINANCE

CERTIFIED
FINANCIAL
PLANNER

CERTIFIED
STUDENT LOAN
PROFESSIONAL

CERTIFIED
FINANCIAL
LIFE PLANNER

OUR VALUES

AUTONOMY

We believe that YOU have complete control over your destiny. You are the expert on your journey, and we are here to help you pursue what matters most.

CURIOSITY

We love lifelong learning and continuous growth!

PERSEVERANCE

Building wealth takes patience, discipline, and endurance.

FAQ SECTION

WHO DO YOU SERVE?

Kind people who desire to do good in the world. There is no asset minimum or income requirement in order to become a client. You must be motivated to learn and engage with your finances. I can guide you, but I can’t physically do the work for you!

WHO DON’T YOU SERVE?

Those who are focused primarily on investment returns. Daring Greatly Wealth provides investment education, but does not make specific investment recommendations.

WHAT IS THE COST OF YOUR SERVICES?

The cost depends on which option most interests you! If you are looking for some quick assistance, we
recommend starting with our “Ask a Financial Planner” option for $150. More robust guidance is included with
our one on one coaching packages.

I’M NEARING RETIREMENT, CAN YOU STILL HELP ME?

We certainly can – but we might not be the best fit for you. Please schedule a free 20-minute call so we can learn more about your unique situation.