Are your finances aligned with what is most important to you?
At Financial Harmony Designs we focus on aligning our clients' finances with their core values.
We address the following questions: Do they have the right kinds of protection against the risks life can throw at them? Will they have enough income to maintain their desired lifestyle? Are they taking full advantage of regulations to minimize the bite of taxes? Are their investments positioned to maximize returns at a comfortable level of risk? What kind of legacy do they want to leave?
Addressing these questions forms the core of a true financial plan.