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How to Start Your Year with Purpose and Financial Clarity: Part 1
Start the year strong by aligning your goals, values, and cash flow. Build lasting momentum with clear plans and a financial strategy.

Jonathan Harner, CFP®
Dec 18, 2024
The Only Two Times to Change Your Investment Strategy: Lessons from 200 Years of Market Wisdom
The only 2 times to change your investment strategy: when your goals shift or your portfolio was flawed. Patience builds true wealth.

Jonathan Harner, CFP®
Dec 13, 2024
Fee-Only, Fiduciary: What Does It Actually Mean?
Discover what 'fee-only' and 'fiduciary' mean, and why choosing the right financial advisor can secure your financial future.
Let’s Make Smart Decisions, Together.
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