Services

We offer multiple services designed to support families at every stage of life. From financial education that builds lifelong money skills, to life insurance that protects what matters most, to youth programs that inspire the next generation—each service is rooted in care, clarity, and a commitment to helping families thrive.

Whether you're planning for today or preparing for tomorrow, Dayna is here to guide you with knowledge, purpose, and heart.

Here’s how she can support you:

Financial Education

Our approach to finances is very holistic and separates us from the majority of the industry. We can honestly say that we do not see our clients as a sale or number, and treat them as we would a close friend or family member. A
culture that has been gifted to us by our business mentor and 10 year veteran in the financial services sector, Joseph Martins.


First, we sit with a prospective client and host a discovery call or in-person consultation. We gather some basic information during our fact finding mission.

Second, we work with our prospective client to see what gaps they have in their current financial plan. Typically this leads to creating a budget with them.

  • In 2019, an Bankrate survey concluded 61% of Americans did notfollow a budget

Third, we come back with options to help guide our prospects to make informed decisions regarding their specific financial situation and needs.

We AIM to create a lifelong relationship with our clients. We frequently check-in with our clients to update their financial plan as life changes. We serve all ages. We feel it’s never to early or late to prepare and plan financially!

The financial concepts we share with our clients stand on these four pillars:

  • Short/Long Term Saving: Saving is the cornerstone of financial stability. Short-term savings is setting aside funds for unexpected expenses, typically containing 3-6 months' worth of living expenses. Long-term savings, on the other hand, involves saving for future goals such as retirement, buying a home, or funding education.

  • Proper Protection: This refers to safeguarding one's financial well-being against unexpected events such as illness, disability, or death and creating a legacy for your family.

  • Debt Management: Debt management involves strategies for effectively managing and reducing debt.

  • Wealth & Estate Planning: Wealth planning involves creating a

    comprehensive strategy to build and preserve wealth over the long term. Estate planning, involves arranging for the orderly transfer of assets to heirs and beneficiaries after death.

Life Insurance


Life insurance isn’t just about protection—it’s about peace of mind. We help individuals and families understand their options and choose coverage that fits their goals, lifestyle, and future plans.

Whether you're growing your family, planning for the unexpected, or simply wanting to leave a legacy, we makes the process simple, personal, and pressure-free.

Our goal is to ensure you feel confident and secure—knowing your loved ones will be protected no matter what life brings.

Protect your loved ones with the right life insurance coverage. Schedule your free consultation now!

BFF Youth Network

Our mission is to educate and empower families living in poverty by connecting them with services and support, while assisting with the cost of youth programs. We strive to build brighter futures for families of Atascosa County and surrounding areas through community engagement, growth, and development.

To learn more about the BFF Youth Network, or to find out how you can help out, click below.

Newsletter

Dayna Gonzales ©2025. All Rights Reserved.