Balancing Life Transitions

Both positive and negative life events - career moves, marriage, children, divorce, or the death of a loved one - can impact the tone of your financial life, creating a need for renewed balance.

Harmony Financial Advisors is a boutique firm, specializing in customized financial life planning and investment management. As your thinking partner, we blend the varied notes of your financial life, helping you achieve a lasting arrangement out of the discord that major life events can bring.

When money changes, life changes and life transitions often put money in motion. Being in the midst of change can feel overwhelming, especially at the beginning. As a trained financial transitionist, we guide you through a structured financial transitions process to define and manage your options from the start. We are experienced in the practice of aligning essential resources and composing financial solutions suited to your needs.

Comprehensive and careful financial transition planning insures a more desirable and beneficial long-term result by managing financial realities, preserving net worth, protecting resources.

Why Choose Harmony Financial Advisors?

At Harmony Financial Advisors, we look at your financial life on a comprehensive basis, providing customized financial planning and investment management services, whether you are in the midst of change or simply want unbiased guidance to reach your financial goals.

Our Experience and Professional Accreditations

With over twenty years of financial services experience and training as a financial transitionist, we help clients maintain harmony through the changes that occur with every life event.

Ways We Provide Financial Guidance During Life Passages

Transitions occur in life. As a financial professional, we can help you see how life movements are connected, and how you can build new financial rhythms before, during, and after change.