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. 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


This Office

503 S Main St #6009 Mauldin, SC 29662 Phone: (864) 432-5099