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Our Planning Process

At Harmony Financial Strategies®, we believe your financial portfolio should help you do more with what you have, so you can pursue the life you envision.

The caring advisors at Harmony Financial Strategies® provide unbiased financial planning and investment advice based on a thorough understanding of your life and circumstances. We apply a holistic, innovative approach to investing, including socially responsible, values-based long-term investments. Our investment selections are based on realistic expectations for portfolio return and proactive risk management.

We employ a four-step approach to financial planning that encompasses:

1. Understanding and clarifying your needs, goals and risk tolerance

To prepare a road map to pursue your financial goals, we get to know you and develop a detailed picture of your current financial situation, including wealth, income and plans for your estate.

2. Developing a personalized investment strategy

We design an asset allocation plan with specific goals that balance your risk tolerance and financial objectives. The result is a customized plan designed to work toward each of your objectives.

3. Implementing your financial plan

After your input, careful consideration and explicit approval, our team initiates the plan. We follow up with you to make sure you understand and are comfortable with your portfolio and the financial strategy.

4. Ongoing review

At the time of implementation, we schedule periodic reviews so you are always aware of your portfolio performance and of the progress you are making, as well as keeping us abreast of changes in your life.


Watch a short video on our planning process. (Video coming soon)

Contact Us today to schedule a no obligation consultation.