Is a Financial Advisor Worth It? Understanding the True Value of Financial Planning
Discover the value of real financial planning with holistic advice on taxes, cash flow, risk, and more.
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Jonathan Harner, CFP®
Nov 26
The Pareto Principle & Cash Flow: Unlocking Smarter Financial Strategies
Focus on the big three: taxes, housing, and transportation. Small changes there make the biggest impact on your cash flow.
Jonathan Harner, CFP®
Nov 21
Purpose Over Portfolio: How to Save for Your Child with Your Values in Mind
Start saving for your child by focusing on your values: Purpose first, then Plan, then Portfolio.
Let’s Make Smart Decisions, Together.
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