top of page
Blog
Search
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 26, 2024
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.
Jonathan Harner, CFP®
Nov 21, 2024
Why We Don't Charge by the Hour (And Why It Matters to You)
The real question isn't the fee—it's the value you receive. Quality advice and a trusted advisor can add up to 3% in net returns.
Jonathan Harner, CFP®
Nov 12, 2024
Let’s Make Smart Decisions, Together.
bottom of page