We've created the following documents to help guide our clients through the financial planning and investment management process. We invite you to download and review or complete each.
- Harmony Financial - Firm Brochure (Part2 of ADV) 2017
- The Financial Planning Process at Harmony Financial
- The Investment Managment Process at Harmony Financial
- Harmony Financial Personal Financial Questionnaire
- Harmony Financial Document Checklist
- Harmony Financial Communication Style Survey
Link to Schwab Alliance