Our Services
At Harris Financial Planner, we provide independent, unbiased financial guidance tailored to your unique needs. With no sales, commissions, or institutional ties, our sole focus is helping you achieve your financial goals through personalized coaching and comprehensive planning. Your success is our mission.
Harris Financial Planning.
Independent advice. Personalized coaching. Your goals, our focus
Financial Review and Strategic Insights
$149 per session
A one time inspection of your personal finances
Expert review of your cash flow, budgeting and debt. Evaluation of investments, retirement accounts, estate planning and appraisal of insurance and risk management.
Quarterly Review
$499 annually
Our Quarterly Financial Review service is designed to help you stay consistently on track with your financial goals. Every three months, we’ll meet to assess your current financial standing, reassess personal finance goals, and review the progress you’ve made since our last session. These regular check-ins ensure that your financial plan remains aligned with your priorities and can adapt to any changes in your life or the market.
One-on-One Financial Coaching
$1,399 annually
Comprehensive, bespoke financial planning with personalized support to help you take full control of your financial life. Can meet as often as monthly to guarantee you a deep understanding of our in depth analysis of your entire financial domain- retirement planning, investment management, tax strategy, estate planning, education planning, comprehensive insurance, cash flow, budgeting and debt management oversight.
