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Spirit/Boeing Merger: A Financial Planning Guide for Aviation Employees
As Boeing’s merger with Spirit AeroSystems approaches, employees face critical financial decisions. Learn how to protect your 401(k), benefits, and family finances during the transition with a clear, step-by-step checklist, because preparation beats prediction every time.

Jonathan Harner, CFP®
Oct 29


Could You Retire Sooner If You Had To?
Discover how a Wichita family stress tested their retirement plan across three scenarios- on time, early, and unexpected job loss... revealing strengths, trade-offs, and strategies for financial clarity amid Spirit AeroSystems’ uncertainty.

Jonathan Harner, CFP®
Sep 25


Leaving Textron? What Happens To Your Stock Options (Retirement, Resignation, or Termination)
Leaving Textron? Learn what happens to your stock options, how vesting and exercise windows really work, and the tax traps to avoid. Understand the rules so you don’t lose money.


Which Comes First? How To Decide Between Debt, College, Retirement, Etc.
True financial planning aligns your money with your values, balancing debt, savings, and goals to build a future that reflects what matters most.


How to Destroy Your Financial Plan, Part 3: Lost in the Woods
Many financial plans slowly unravel as people stray from their path, lost in the woods of conflicting advice and doubt.

Jonathan Harner, CFP®
Jun 26


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


Invest Early Because Regret Only Comes In One Flavor: Bitter
Avoid the bitterness of regret. Invest early, invest consistently, and let time and compounding do the heavy lifting for your financial future.

Jonathan Harner, CFP®
Apr 24


Risk vs. Volatility: Understanding the Difference Can Save Your Retirement
Understanding the critical difference between risk and volatility can change your investing perspective, and ultimately protect your retirement dreams. Diversification shields you from genuine risk, while embracing volatility and staying invested through ups and downs positions you for long-term success.

Jonathan Harner, CFP®
Apr 17


Memo to Clients: Navigating Market Uncertainty Amid Tariffs
Markets hate uncertainty above all else, and tariffs are a wrench in the global economy. But companies adapt, market corrections are common, and diversification provides stability. Volatility is the price of long-term wealth creation. Stay the course, we’ve weathered storms before and come out stronger. You don’t have to go through this alone.

Jonathan Harner, CFP®
Apr 11
Let’s Make Smart Decisions, Together.
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