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Harbor Light Planning, LLC

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Harbor Light Planning, LLC

Overview:

Harbor Light Planning, LLC was founded upon principles that place the utmost value on our clients' financial goals and objectives. We're in the business of building long term, solid relationships that are based upon trust and quality client service.

Our staff are experienced professionals with a "hands on" approach to investment planning. They are dedicated to providing the sound guidance, expertise and customer care that are required in every phase of our clients' financial plans to be successful.

Our goal is to get you excited about your financial independence and interested in fee-only financial planning. The majority of people we work with came to us seeking financial independence, which has a different meaning for each of us. At Harbor Light Planning we believe financial independence is reached when we have the freedom to do what we want, when we want, without financial concerns. Even though financial independence is a goal for many of us, we feel that it's the journey toward financial independence that really counts. It's not just the destination. It's not just about the money. It's also about friends, family, adventure, achievement, health, integrity, spirituality, service, personal growth, wisdom, knowledge, and much more along the way.

History:

Kelly began Harbor Light Planning, LLC in December of 2003.

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