Financial Planning


What if you had confidence that your financial needs were on track, and aligned with the items most important to you? How would your life be different? 

How do you define success?
All planning begins with this question in mind. Once we know your definition, we start the process of helping you achieve it.

What if you had confidence that your financial needs were on track, and aligned with the items most important to you? How would your life be different?
Financial planning is more than numbers and math, it is confidence. It is a guide that allows you and your family to concentrate on the meaningful things in life. Far too often the fear of financial shortfalls and mistakes change the way people live their lives. A purpose-driven plan alleviates those concerns and concentrates on your goals and dreams.

How accurate will our plan be?
Financial planning is more of an art than a science. Every assumption you make has variables that will ultimately change your likelihood of achieving your goals. Through years of experience, we have created a thorough adaptive process that allows your plan to change along with your path but always staying aligned with what you value.

What is the difference between financial planning and holistic financial planning?
Financial planning is number-based advice using software, historical data and variables. Holistic planning takes the numbers and aligns them with your hopes, dreams, goals, and aspirations. It is a more purpose-driven approach.

What technology do you use?
We spent months testing the most popular financial planning software in the industry. We chose a web-based platform that provides great security and a robust client experience. Our software provides aggregation and vaulting features. The decision center helps our clients see how their financial decisions impact their life goals. We have since adapted it for our practice and branded it at as HarvestCFO. 

What is Harvest CFO?
Harvest CFO is a web-based financial planning tool that provides a complete view of your financial picture no matter where your accounts are held. Through account aggregation, we are able to collect, track and report your financial activities. By accessing this data on a real-time basis, we are able to give you accurate advice when you need it most. 

Interested in learning more? Contact us