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Jonathan Harner, CFP®
Nov 12, 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®
Oct 31, 2024
From Chaos to Order: How Regular Financial Reviews Affect Your Finances
Regular financial reviews prevent entropy from unraveling your financial plan. Stay on track to avoid risks tax issues, and outdated info.

Jonathan Harner, CFP®
Oct 29, 2024
Our Investing Principles
Our 7 investing principles that focus on objective planning, long-term success, and expecting volatility without the usual boring jargon.
Let’s Make Smart Decisions, Together.
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