Our Story
Our company was founded with a clear vision: to provide financial guidance that puts clients at the center of their own plan. Our founder began his career as a financial planner in the banking system, where he gained valuable experience working with the clients we now serve as Harvest Horizon Wealth Strategies.
This role allowed him to develop a deep understanding of the unique financial challenges these clients face, as well as a passion for creating tailored solutions to meet their goals. While the experience was rewarding, it also revealed a growing disconnect between the priorities of bank executives and the needs of clients.
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Over time, it became clear that the traditional bank model, with the focus on its own institutional interests, wasn’t aligned with our founder's vision of true financial planning.
This realization led to the creation of Harvest Horizon—a firm that is unbound by the constraints of a bank and wholly dedicated to its clients. With a focus on planning and delivering personalized solutions, Harvest Horizon Wealth Strategies is free to prioritize what truly matters: helping individuals and families, businesses, and institutions reach their financial horizons with clarity, confidence, and care.
Our 3 Meeting Process
Our three-meeting process is designed to make decisions feel natural — because when you know, you know. So, we start with Discovery to learn about your goals and priorities. Next, we Review your financial position offering clarity and insights. Finally, we Propose tailored recommendations and, if it feels right, move forward with the client agreement.
Discovery
The discovery process is where we take the time to truly understand you. We explore your goals, values, and aspirations, diving into what matters most to you and your vision for the future.
Together, we review key areas such as current investments, cash flow, debts, and insurance, as well as the reasoning behind past financial decisions.
This holistic approach allows us to uncover the "why" behind your choices, ensuring that every aspect of your plan is aligned with your priorities and long-term objectives.
Review
In the review phase, we take a closer look at the information you’ve shared to give you a clear and detailed understanding of your current financial position. Together, we’ll examine your net worth, evaluate the risk and return of your current investment strategy, and assess how well your plan is aligned with your goals. We also analyze the probability of reaching your objectives based on your current path, identifying both strengths and areas for improvement.
This step isn’t just about numbers—it’s about creating clarity and uncovering opportunities, setting the stage for personalized strategies that move you closer to where you want to be.
Proposal
In the proposal meeting, we take what we’ve learned from the review and present solutions tailored to your goals and values. Some steps can be implemented right away, while others may take time and careful planning to bring together.
While we provide our professional proposal, your priorities and vision guide the process — we need to ensure we’re working together toward what matters most to you. If you agree with our proposal, we’ll close the meeting by signing the client agreement and taking the first steps toward your plan.
Our Founder & Advisor
Harvest Horizon is a growing advisory firm built on professionalism, integrity, and a commitment to excellence. Led by a single, dedicated advisor, the firm combines a personal touch with the expertise needed to guide clients toward achieving their financial aspirations. As the company grows, Harvest Horizon remains focused on delivering the same thoughtful, client-centered approach that defines its foundation.
