Business Spotlight
Dana Mascalo, CFP® RLP®, AAMS®, C(k)P®
holistic approach. Financial Life Planners help their D
clients discover and articulate their most essential goals in life and work with them to cultivate the fi nancial conditions necessary to live the life of their dreams.
1. Why are you passionate about your specialty? The connection with clients and ability to make a difference in their
life is part of my inspirational fi re. After many years in the fi nancial planning industry, I chose to pursue the Registered Life Planner (RLP®
)
designation from George Kinder – the father of the life planning move- ment where fi nancial advising changes lives. This is where the magic happened. By combining life planning with traditional fi nancial plan- ning and investment advice, I’m able to connect with clients on a deep- er level and inspire them to identify and pursue their dreams. Once we fi nd and light their fi re, their fi nancial resources can be aligned with what is most important and fulfi lling in their life. 2. What sets you apart from other practitioners in the holistic fi eld?
There aren’t very many life planners who are also fi nancial advisors.
There are also not many fi nancial advisors that approach fi nancial plan- ning the way a Registered Life Planner®
two offers clients something unique and powerful. 3. What types of services do you offer?
Our team at TrinityPoint Wealth, an independent, registered in-
vestment advisory fi rm, provides customized fi nancial solutions and planning for individuals, families, retirement plans and institutions. We are fi duciaries, fi rst and foremost. Everything is customized based on the needs of each individual or client. We advise on retirement, investments, estate planning, social security planning, charitable giving, and more. We also craft retirement plans for companies and small businesses. 4. What can clients expect from working with you?
A customized experience and an opportunity to connect with a
fi nancial partner on a deeper, more meaningful level. 5. What do you like the most about being a part of Natural Nutmeg?
I’m so grateful to be a part of our inspiring and supportive holistic community. It warms my heart to see so many practitioners doing amazing work for others – each in their own special way.
Dana Mascalo CFP® , RLP® , AAMS® , C(k)P®
Managing Partner, TrinityPoint Wealth, Milford, CT 203.693.8521 •
trinitypointwealth.com
does. The combination of the ,
ana R. Mascalo is a Registered Life Planner® CERTIFIED FINANCIAL PLANNERTM
and practitioner with a
Insight Counseling, LLC Dr. Veena Verma-Dzik, ND
I
nsight Counseling, LLC is a group of highly dedi- cated and passionate physicians, therapists and counselors who serve patients with care and are
highly effective and responsive.
We successfully treat anxiety, depression, relationship issues, substance abuse, and all other emotional challenges. We have an outstanding Naturopathic Physician on our team who works in collaboration with our therapists and physicians to treat men- tal health disorders, along with Lyme and co-infections, aller- gies, women’s health, ADHD, autism, gastrointestinal condi- tions, pain and more.
1. Why are you passionate about your specialty?
It has always been a focus of mine to fi nd out the true cause of a patient’s health concern. In order to do this, all it takes is time to compassionately listen to what is going on with a person, how they are feeling, what their needs are, and how and when everything began for them. Illnesses do not hap- pen overnight. They develop after some time from either an unknown pre-existing condition or a traumatic experience. I personally have lived through a time when I was suffering from anxiety, depression and GI issues. One symptom was always treated separate from the other. No one ever pulled the pieces together, related them to each other, or asked me what was going on in my life that was causing me these ailments. It was up to me to get myself back to health. I took a step back and evaluated all that was going on for me environmentally, with my diet, and hormonally, and was able to make the changes necessary to re-establish my health. It is through my own per- sonal learning experiences that I am able to help others get better. This is my passion; fi nding out why people are expe- riencing pain and other symptoms, knowing that everything they are experiencing is all connected. People need to know that they are being heard and supported and have someone on their side to help them get their lives back.
2. Tell us about the best memory you have about being a holistic practitioner.
As a physician, I am so fortunate to have many memories and continue to make memories of the joy and relief my pa- tients experience after seeing me. Their smiles truly fi ll my heart. All I ever wanted to do was help others and bring joy back into their lives and I have been successfully able to do so.
3. What plans do you have for the future for your practice?
In the future, I plan on continuing what I am doing by being a support system for my patients, getting them through some of their most diffi cult times in life and helping them regain their health and lives.
4. What do you like the most about being a part of Natural Nutmeg?
I love being a part of Natural Nutmeg, sharing my knowledge with the community and educating people on how they can embrace their health and have happy, fulfi lling lives.
Insight Counseling, LLC, Dr. Veena Verma-Dzik, ND Ridgefi eld, CT • 203.431.9726
insightcounselingllc.com
1414 Tues., Wed., Fri. 10-6, Turs. 10-7, and Sat. 10-5
34 Natural Nutmeg - 10BEST Awards/Essential Living Guide 2021
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