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
- 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. 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 Kingdom Advisors, AFCPE and Fee-Only Network and has been a Certified Financial Planner™ Professional since 2017.NAPFA Start Date
February 22, 2021