Our financial planning process has one main goal, find where your financial “how” and “why” intersect.
Our logo was designed with this in mind. Financial harmony is found and represented as the purple diamond in between the blue (h represents how) and the light purple (w represents why). Your financial “why” will help us determine what tools we will utilize to determine how to craft your financial plan.
The name Harmony Wealth came from the idea of life constantly changing, and rather than feel we need to add or remove something from our lives, what if we just found the new initial state from where our lives are based?
Making choices and thinking about if we are making the right or wrong decision can be exhausting, and if we could have made a better choice, we often feel regret.
While there is certainly a “textbook” way to do your finances, what if the textbook isn’t your cup of tea?
Think of your financial plan as a book we will write several chapters of as we work together. Each word will be written down with your intention at the core as the author, then we use our expertise to help find the best way to publish your book.
Harmony isn’t something you find once, but is something we will work together to find many times throughout your life.
WHAT MAKES HARMONY DIFFERENT?
(Besides the obvious fact we are an independent firm with a different name)
- 6000+ CFP® experience hours
- B.S. Personal Finance University of Wisconsin-Madison
- Collaborative planning process
- Virtual planning allows for us to serve wherever you go
- 100% Fee-Only
- No product sales or pitches
It all starts with you...
Every client we work with has a different story, a different set of values, and different dreams. It is actually what makes our job so rewarding. Our knowledge is useless without understanding how we can help you craft a life of financial harmony.
Schedule your free 30-minute call today
If we can’t help you, we will do our best to find you someone who can.