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Should I Invest in “X” or Not? The Question No One Asks (But Should)
Should I invest in X? If it’s a clear win, go for it. If it’s a disaster waiting to happen, run. Most often? It depends on you.

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

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.
Jonathan Harner, CFP®
Dec 13, 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®
Dec 4, 2024
Let’s Make Smart Decisions, Together.
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