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How to Destroy Your Financial Plan: Part 1... Entropy
Financial entropy is real. Like everything else in life, your plan gradually goes from more order to less order. And it doesn’t care.

Jonathan Harner, CFP®
Jun 12


When "Saving Money" May Be the Most Expensive Option
Some expenses are visible. Others are silent. But both are real. The cost of omission is like rust... slow, silent, and destructive.

Jonathan Harner, CFP®
May 22


How to Start Your Year with Purpose and Financial Clarity: Part 2
Align your values, goals, and cash flow to build lasting momentum. Simplify financial decisions with expert guidance this year.

Jonathan Harner, CFP®
Jan 22


Tough Conversations: Navigating the Emotional Hurdles of Estate Planning
Estate planning is a complex process that everyone needs to go through. It’s not the money or assets that make it complex. It's the emotion.

Jonathan Harner, CFP®
Sep 5, 2024
Let’s Make Smart Decisions, Together.
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