Harvest Financial Planning, LLC is a financial services firm that strives to enable our clients to develop and implement a written financial plan in order to integrate their financial resources with their life goals. We believe in honesty and integrity and will do everything in our power to demonstrate that in a professional and excellent manner.
Our Commitment to You
Our commitment is to be Servant Leaders of our clients’ needs in an increasingly complex and challenging financial world. The term "Servant Leader" expresses our commitment to serve our clients by helping them develop a personal financial plan and by empowering them to make the best decisions for their financial future.
We believe that we serve a greater calling and higher purpose than simply to effectively manage client relationships and financial plans. We are fallible and will make mistakes; however, at no time will a decision or recommendation be made that interferes with the best interest of those we serve.