Danielle Harmon (CFP®)

Danielle Harmon focuses in the
following client markets or areas of practice:

  • Business Owners
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

We specialize in planning for faith-based Gen X and Gen Y families and business owners. We assist with cash flow management, tax planning strategies, estate planning, passive investing and insurance planning.

Additional Information

Danielle Harmon, CFP® is the founder of Boundless Financial Services, LLC, a firm that provides financial coaching and financial planning services to busy families and small business owners. Danielle has worked in the financial services industry since 2006. She is a member of XY Planning Network and has been a Certified Financial Planner™ Professional since 2017.

NAPFA Start Date

February 22, 2021

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This Office

Call for an Appointment Simpsonville, SC 29680-6612 Phone: (864) 230-3136