Broker Check

Experience the Difference Harmony Can Make for You

Harmony Financial Strategies® creates personalized financial strategies designed to help move your dreams closer to reality. Our Planning Process begins with getting to know you and what matters most to you.

We’ll talk…

A simple conversation, at your convenience, in our office or over coffee is the first step in helping to simplify your financial life. We’ll provide you an opportunity to interview us and, together, we will determine if we’re a good fit for each other.

…openly and honestly

Fair warning—we’re pretty passionate about what we do and why we do it. We’ll provide you with background information on our firm and advisors and will communicate our planning process, fees and investment philosophy. We’ll ask that you be as candid as possible in discussing your goals to help us determine how to best help you pursue your objectives. You can rest assured that anything you share with us will be held in the strictest confidence.

…and we’ll ask lots of questions.

In an effort to get to know and understand you, your partner, your family or business. We’ll encourage and answer your questions. Throughout our relationship with you, we will remain committed to helping you understand each financial or investment recommendation we make and the intended outcome.

As your independent advocate and guide, we are here to serve your best interests at all times. We will work with you in a collaborative manner that ensures you always retain control over your assets and your financial destiny.

We’ll plan your future. Together.

Who We Serve Ι Client Commitment Ι Planning Process