^About
Disciplined Strategy. Measurable Results.

^{About Break Free Financial Planning}
Where Intention Meets Execution

For more than 20 years, Danielle Henry has helped people navigate some of the most important financial moments of their lives: retiring from long careers, transitioning into new chapters, protecting their families, and building futures they can feel confident about. Over those two decades, she saw a pattern: people weren’t looking for complicated charts or sales pitches. They were looking for clarity, honesty, and someone who would sit beside them and truly listen.

Break Free Financial Planning was created to deliver exactly that.

After years inside traditional financial institutions, Danielle realized that many people felt overwhelmed, rushed, or unsure whether the advice they were receiving was truly in their best interest. She wanted to build something different, a place where clients could slow down, ask questions, understand their options, and feel supported every step of the way.

As a fiduciary, Danielle’s commitment is simple: Your goals come first. Always.

Break Free Financial Planning focuses on retirement planning, helping clients prepare for the transition from working years into the next phase of life with confidence and clarity. Whether you’re approaching retirement, already retired, or simply want to make sure you’re on the right path, Danielle provides guidance designed around your life, your priorities, and your confidence.

Here, financial planning isn’t about products, it’s about people. It’s about helping you feel organized, informed, and empowered. It’s about creating a plan that lets you move forward without second-guessing yourself.

Break Free Financial Planning exists so you can step into your future feeling prepared, supported, and free to enjoy what comes next. Break free from confusion and step into clarity.

^{What Makes Break Free Financial Planning Different}
Built on Principles That Put You First

The way our firm works is not accidental, it is the result of clearly defined principles that guide every decision we make on your behalf. Partnered with LPL Financial as well as Prudential Advisors.

Our Mission

We exist to provide structured, research-driven financial guidance that helps our clients pursue their goals with clarity and confidence. Every recommendation we make is grounded in analysis, not assumption.

Our Vision

We aim to set the standard for what thoughtful, disciplined financial planning looks like — one client relationship at a time.

Our Core Values

Transparency, accountability, and intellectual rigor are at the center of everything we do. We believe you deserve to understand the "why" behind every strategy, and We'll always take the time to explain it.

^{Meet Danielle}
The Professional Behind Your Strategy

Get to know the background, credentials, and philosophy that drive the work we do every day.

Danielle Henry

Investment Advisor Representative | LPL Financial and Owner | Break Free Financial Planning

^{Get Started}
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, We welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future

AboutDisciplined Strategy. Measurable Results.

About Break Free Financial PlanningWhere Intention Meets Execution

What Makes Break Free Financial Planning DifferentBuilt on Principles That Put You First