“We measure our success by your success; that is our most important benchmark.”
- Holly Hanson, CFP® CIMA®, ADPA®
Principal & Founder
Why Harmony Financial Strategies®?
Comprehensive financial planning is one of the most intimate experiences you will engage in during your lifetime. That’s because the success of your financial plan is dependent not only on allowing your advisor to view all aspects of your financial life, but to learn about the "real you."
What do you care about most in life? What keeps you up at night? What are your greatest joys? What are your greatest fears? How do you envision your future? How will you define your legacy?
In fact, many of our clients are comfortable enough with us to share things about themselves they might only discuss with their therapists.
Relationships simply come first.
At Harmony Financial Strategies®, our priority is to build solid client relationships based on open and honest communication and to provide unbiased advice tailored to your unique financial situation.
We understand that growing and nurturing a relationship built on trust requires an environment that is safe and responsive to your specific needs—a culture that emphasizes confidentiality and transparency—a place where you'll always be seen and heard. That’s what we strive to provide for every single family and individual we are proud to call our clients and friends.