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Author: Jonathan Harrison, CFP®

Weathering Economic Storms  March 14, 2025 By Jonathan Harrison, CFP®

I remember the most beautiful storm I’ve ever seen. Off in the distance, above the waters, a tumu…

4 Money Mindsets & the Key to Financial Success  February 13, 2025 by Jonathan Harrison, CFP®

Imagine sitting down to watch a play. The lights dim, the audience hushes, and the first actor strides on stage, launching into a gripping murder-mystery set during World War II. But then, out of now…

Numbers You Need to Know for 2025  January 8, 2025 by Jonathan Harrison, CFP®

As we enter 2025, it’s important to stay updated on key financial numbers that can impact your planning and savings strategy.  The biggest change this year includes a new 401(k) “Super Ca…

The Right Way to Invest in 2025  January 7, 2025 by Jonathan Harrison, CFP®

As we step into 2025, the investment landscape feels just as uncertain than ever. Concerns about the economy linger, geopolitical tensions dominate headlines, and market valuations remain a hot topic…

What Will You Thank Yourself for in 10 Years?  January 5, 2025 by Jonathan Harrison, CFP®

Ten years ago, I made a change that completely shifted the trajectory of my life. I quit my job. I had become increasingly passionate about the profession of financial planning — not just the nu…