As Seen In

the inquirer philly
MarketWatch logo
Forbes logo
business insider logo
Investment advisor logo

Welcome to DS Financial Strategies

Our Services

 

Tax Planning

We provide personalized, mathematically sound financial strategies to help shield retirement savings from the potential impact of rising tax rates. As Elite Power of Zero advisors, we focus on creating tax-free retirement plans by optimizing the allocation of assets across taxable, tax deferred and tax-free buckets.
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Investment Management

If you are only interested in investment management, I can help with that. Investment Philosophy Efficient Market Hypothesis Markets are priced correctly. Modern Portfolio Theory Diversify globally. Market Factors Own more small, value & high profitability stocks Behavior Avoid emotional investing...
 

Business Profit Blueprint

Tired of wondering where your business money goes? Take control of your cash flow, pay yourself consistently, and finally grow your profit—without complicated spreadsheets, stress, or sacrificing your sanity. You're making money, but it doesn’t feel like it. You’re stuck in a cycle of feast and...
 

Money Blocks Coaching

Manifestation Prayer 1-on-1 help to uncover your money blocks and clear them so you can have confidence, clarity and take back your power around your finances. In this power hour we will review the workbook and learn a powerful clearing tool to use to clear any blocks in your life. Learn a powerful...

View Service packages

manifest and invest

Manifest and Invest

In Manifest and Invest, Dawn Santoriello, CFP® aligns with The Law of Attraction providing practical sound financial advice to help you create a life of abundance. She shares practical, real-world strategies from a positive heart-centered space that uplifts and empowers you to take control.

  • Get Financial peace of mind and economic confidence
  • Become more efficient with your money
  • Re-write your “money story” and change your beliefs about money
  • Find what your money blocks are and clear them
  • Get the financial tools to build, grow and keep your wealth
  • Demystify investments - money does not have to be scary
  • Get into the vibration and frequency of money
  • It’s not how much money you have but how much you get to keep.

Buy Now

Unlock Your Money Blocks E-Book

This guide contains step-by-step actions to releasing the 5 biggest 'money blocks' holding you back from gaining confidence, clarity, and power in your financial life."

financial guide for women

Investor Risk Diagnostic

Evidence Based portfolios provide a simplified approach to creating an asset allocation plan. This questionnaire will help you decide which portfolio allocation may best meet your risk and return preferences.

Risk Analysis Quiz

Why Clients Enjoy Working With Me

Fiduciary

I have a legal obligation to put your interests first ahead of my own. You are my priority and I am accessible to you. I respond to calls or emails to me in a timely manner.

Expertise

As a member of Ed Slott’s Master Elite Advisor Group and The Elite Power of Zero Advisor Group I stay current on the latest tax law changes and planning strategies to help my clients reach their financial goals.

Clarity and Confidence

They now have clarity and confidence around their money. They know how to clear their "money blocks" that stand in their way to achieving their dreams.

We Work Best With People Who:

  • Focus on their career and family
  • Are Savers or would like to be
  • Value financial advice and could use help navigating through life’s changes
  • Are not attracted to get rich quick schemes or want the latest “hot stock”

We May Not Be The Right Fit If:

  • You are a do-it-yourselfer and like to play the market and only focus on following the latest "hot stock"
  • You are only focused on investment returns instead of following a disciplined and strategic approach
  • You act first and then seek validation to see if you made the right decision later