Client Centered LIVE YOUR LIFE IN ABUNDANCEAt Harvest Financial, we believe that everyone can and should live their best life. That begins by establishing goals and priorities, whereby each client can begin to understand the appropriate trade-offs as we develop a personalized strategy for financial independence (for example, "Will higher current income certainty lead to reduced future growth potential?" or "What difference will an extra year or two of employment income make?" or "Should I sell or continue to manage business or real estate assets?"). We provide cutting edge tools and coaching to organize, visualize, prioritize and make sense of your present and future financial life. Once you have a clear picture of your true financial condition, we can begin the process of building a realistic roadmap towards your unique vision of success. HOW DO YOU DEFINE “SUCCESS?”We start by learning about your specific dreams and aspirations, current life circumstances, and an honest assessment of your fears and concerns. We encourage you to really examine your own life in key areas, such as family, social life, spirituality, and community, so that you can begin to answer the question, "What is my 'Why?'" and start living your life on purpose, instead of by accident. https://startwithwhy.com/find-your-why? WHAT DOES IT MEAN TO LIVE LIFE IN ABUNDANCE?Abundance is all about your mindset. If we don't find joy in what we do every day, then it doesn't matter how much money or resources we have, we're simply passing the time. We want to help you create an abundance mindset, versus the fear-based scarcity mindset that often drives people to make short-sighted, and often self-defeating decisions throughout life. You must be willing, however, to make an honest assessment of your motivations and "Why" so that your finances can be properly aligned to help you live your life to the fullest. WHY HARVEST FINANCIAL?Our mission is to cultivate a life of abundance for our clients, by first living with that mindset in our own families and within our team. We approach each client engagement from the perspective of your needs and objectives, so that everyone has a personalized strategy to define and achieve success. We then develop a life-long relationship based on frequent communication, mutual respect and trust, coaching you towards the successful implementation of your strategy. As Accredited Investment Fiduciaries (AIF©), we take great pride in providing financial coaching, education, tools, income and investment solutions with your best interests in mind.