Fiscal Harmony
A blend of financial analysis, strategic planning, and hand-picked investment instruments that provides the financial flexibility to achieve life goals.
Fiscal Harmony clients get one-on-one, individualized service from Certified Financial Planner® Kelly Kunst.
- Comprehensive fiscal health analysis including business income/investments
- Holistic financial planning to minimize taxes and make earnings work harder and smarter
- No investment widgets
- No artificial intelligence trading
- No boilerplate investment recommendations
- Competitive Fees
Each Fiscal Harmony client receives a personalized, tailored financial plan based on their goals, cash flow requirements, existing portfolio, and personal, individual needs.
