Financial Planning


"plan"  def. -  "a coordinated series of actions and the allocation of resources designed and intentionally implemented to bring about a desired outcome".

Financial Planning is the professional discipline that brings together expertise in all these areas - investment advice, insurance & risk management, cash management, and retirement & estate planning.

Working together, with your participation, we can build a step by step map to help you get from where you are now to where you want to be financially.

Jeff Harris holds the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council.  As a CFP practitioner, he subscribes to a code of ethics, standards of professional practice, and undertakes ongoing continuing education and professional development.