Harrison Financial Planning is an independent, woman-owned, fee-only financial planning firm based in Columbia, Missouri. We assist individuals in Mid-Missouri and across the United States.

Most financial advisors say that they do financial planning; in reality, this is often not the case. At Harrison Financial Planning we provide comprehensive planning, helping with any financial decision that may arise.

We take care of managing investments and complete retirement projections for all our clients, but we go further and assist with the items that most advisors don’t: helping you make decisions on your employer retirement investments and employer benefits; looking over your employer contracts and equity compensation; business planning; making sure your estate planning is in order, all of your accounts are properly titled, and have the intended beneficiaries; reviewing your tax return both before and after you file; analyzing your cash flow to see where there may be room for improvements; income and tax planning to help you make the most of your money; and anything else that you encounter in the often unpredictable world of personal finance.

We focus on getting to know you on a personal level and strive to create a long-lasting relationship in order to help you navigate all of life’s many transitions. We aren’t interested in becoming a large firm, we are interested in making a positive impact on the lives of our clients and community.

If you are looking for more confidence and peace of mind when it comes to your finances, along with someone who will actually sit down and help you implement the recommendations made, you are in the right place!