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Jonathan Harner, CFP®
Dec 4, 2024
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.

Jonathan Harner, CFP®
Nov 26, 2024
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, 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.
Let’s Make Smart Decisions, Together.
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