Our Process

Our Wealth Management Services

Managing your wealth is always a sound financial decision, no matter what stage of your life you’re in. At Harvest Financial Planning, LLC, we provide a wide breadth of wealth management services that are designed to be a meaningful resource in all areas of your financial wellbeing. Our wealth management services are not only comprehensive, but can be modified to fit your unique needs.


Our process begins with an initial consultation, which we are happy to conduct in person or over the phone. This gives us an opportunity to learn more about your financial picture and your personal financial goals. Initial consultations are introductory, and therefore offered at no cost to you.

Development of financial wealth management plan

If both parties decide that working together is a good fit, our next step is to analyze your financial situation in order to develop a financial wealth management plan that is customized to you. Our goal is to enhance and strengthen your financial portfolio.


We’ll review our plan with you, and make sure that you understand all elements and are comfortable with our strategy.  We are seasoned when it comes to seamless transitions, so you can rest assured.

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From there, we begin to implement the strategy, which includes the integration of the ideas and opinions of other professionals with whom you are working with those of our own team, the transition of bank and financial accounts, and more.

Review and follow up

Our services don’t end after the implementation of a wealth management strategy; we stay on top of your financial picture to ensure optimal economic wellbeing. At any point during the process, you can ask us for an overview of your wealth and assets, make a change to your portfolio, view your account, or cancel our services. We encourage you to reach out to us frequently with any questions, comments, or concerns that you may have.

Contact Harvest Financial Planning, LLC for Wealth Management Strategies Today

Managing your wealth is just as important as is managing other aspects of your life, and can have a significant effect on things like your ability to retire, the assets and financial flexibility you have, and your ability to provide for your beneficiaries and loved ones. To start the process of managing your wealth with the assistance of a trusted Indiana financial professional, call Harvest Financial Planning, LLC today at 219-864-5050. You can also email us directly at support@harvestwp.com.

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