top of page

Blog
Search


How to Destroy Your Financial Plan Part 2: The Explosion
Trying to save a few bucks can cost you everything, like carrying all the grocery bags at once, one rip and your whole plan can fall apart.

Jonathan Harner, CFP®
Jun 19


Your 401(k) Is Not a Plan: Why a pile of money is not a retirement strategy.
A pile of money isn’t a plan. True retirement readiness comes from a strategy—one that aligns savings, spending, taxes, and real-life goals.

Jonathan Harner, CFP®
May 29


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


Can I Fund Retirement with Less to Buy a House?
There’s no right answer, only tradeoffs. Choosing between a new home and retirement savings comes down to knowing your numbers and values.


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


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.


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 26, 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.

Jonathan Harner, CFP®
Nov 21, 2024
Let’s Make Smart Decisions, Together.
bottom of page