We will have ongoing conversations to define your core values and key ambitions - throughout your life’s major milestones. By regularly reviewing and reflecting on these values and ambitions, we can help align your entire financial picture.
Harvest Your Hard Work One Step at a Time
We will begin by exploring where you are, where you want to go and how you want to get there.
We will talk with you about your plan for future, and explore the importance of your goals.
We will spell out what we are planning to accomplish together and how Harvest will be compensated. We will also ask you for any supporting information we need to work on those shared goals.
Jim and John will review your situation and create a plan of action. We will then present it to you. When you are comfortable, we will begin implementing the plan and investment strategy.
Implementing a plan is just the beginning, not the end. Our relationship and your plan will evolve over time as your life changes. As you encounter milestones and transitions, we will revisit your strategy and work together to make adjustments.
Ready To Get Started?
At Harvest Financial, we are your partners - not just investment advisers. As such, we are accessible and readily available to help answer any questions you may have.