The average financial advisor tends to be focused primarily on investing. They meet with you initially to move your money to their firm and check in with you every now and then to discuss the performance of your account. Many have no clue what is going on in your life and aren’t there to help you make the crucial financial decisions that you will face.
At Harrison Financial Planning, we aren’t okay with being average. We work hard to get to know you—your situation, your family, your values, your goals, and your aspirations. There is a reason why they call it personal finance. We are all different and what works for one person may not work for your particular situation. In addition to managing your investments we offer comprehensive financial planning. We take a look at your entire financial picture because without doing so we could miss out on key pieces of the puzzle.
At Harrison Financial Planning we take a very hands-on approach. Once a plan is made, we work with you to ensure it is carried out. We are here to help you succeed and to bring you peace of mind when it comes to your finances.
Danielle R. Harrison, MBA, CFP®, CFT-I™
My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger.
Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender.
As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career.
In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, our two young sons, William and Alexander, and our dog, Carson.
Click here to read more of my story.
Education
University of Missouri: Masters of Business Administration (MBA)
Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship
Certifications
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Financial Therapist-I™ Professional
Community Involvement
Mobility Worldwide-Columbia, MO (Past Board President & Current Board Member)
Alzheimer’s Association-Greater Missouri (Past Board Member)
Heart of Missouri Girls on the Run (Past Board Treasurer)
Rotaract of Columbia (Past Board President)
