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At Harmony Financial Strategies®, we’re different than most financial planning and wealth management firms. Not because we specialize in the needs of what we call modern families and individuals, but because we are members and strong advocates of the community that we serve. What differentiates us from others is that we put the client back in the driver's seat and focus on developing a long­‐lasting relationship based on mutual trust and understanding. To us, trust is the most critical component of any financial plan - allow us to earn yours.


Planning Your Future. Together.

Holly's new book "The LGBT and Modern Family Money Manual" is now available!

Helpful Content

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Saving for College 101

Here’s a crash course on saving for college.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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