ADVICE IS WHAT WE DO
Your values, behaviors, and goals matched with our expertise and strategies to create a finely tuned masterpiece.
FINANCIAL PLANNING
Everyone needs a financial plan, and it’s important to know what it takes for that plan to be successful. We provide a true, comprehensive financial plan that will review the following areas and recommend strategies to maximize your: income planning, debt management, investments, risk management, insurance planning, tax planning, education, and estate planning.
INVESTMENT MANAGEMENT
At Harmoney Wealth, our expertise is all about creating custom financial plans, managing risk and tax planning strategies. You have worked hard to get to where you are, and it is our job to help you stay there by managing the risk in your portfolio, taking advantage of any tax planning strategies that will help you keep more of your money.
ELEVATE YOUR FINANCIAL FUTURE TO THE HIGHEST LEVEL. SCHEDULE AN APPOINTMENT WITH A CERTIFIED FINANCIAL PLANNER™
OUR PROCESS
-
This is a free, informal consultation where we lay the foundation for a strong working relationship. The goal of this meeting is to establish that our philosophy meets your financial needs and expectations. We will ask questions to better understand your approach to wealth but more importantly it’s your chance to ask us questions about the value we bring to the table. If your needs and expectations prove to be a good fit with our philosophy, we will be proud to serve you as a Harmoney Wealth client.ption text goes here
-
Now that the relationship has been established, we go to work by opening the appropriate accounts for you and start the asset transfer process.
-
While your assets are transferring we delve deeper into your financial behavior — asking key questions regarding your financial behavior, situation and even a personality test. Why a personality test? Because, it provides us more information that will help outline your tailored financial plan.
-
Your comprehensive financial plan is complete and ready to start implementing the recommended strategies.
-
The line of communication stays open. We are continuously monitoring your assets and offering recommendations to modify your financial plan if something may happen to fluctuate. Your plan is always evolving and adapting to changes in your life and market conditions.
