Financial Consulting

We work with you and your team to assess your needs and provide the right solutions.

Every organization is unique.

At Harris Financial Consulting, we create a custom plan for each client: recognizing the strengths, identity, and purpose of the organization as well as the needs and desires that lead them to seek our guidance.

Have questions?

Request an initial interview to get started.

info@harrisfin.com

832-738-7596

When financial questions arise, your team will benefit from our expertise and objectivity.

New Consulting Clients

The process for new consulting clients typically looks like this:

Initial Interview: an exploratory conversation to determine eligibility and fit.
Preliminary Assessment and Evaluation: interviews and data compilation for plan proposal development.
Consulting Agreement: agreement terms are presented; signatory/payment date indicates the start of the consulting relationship.

Once consultation begins, the process may include:

Research, Goal Setting, and Metrics
Data Collection
Checkpoints and Reporting
Education/ Training
Document Drafting
Advisory Services
Coaching
Financial Services
Customized Solutions

Common financial solutions and requested services:

Investment Policy Statement (IPS) Review, Design, & Implementation
Training on Business Finance Concepts for entrepreneurs and solopreneurs
Financial Planning & Budget Review/ Development
Investing Strategies & Advisement
Portfolio Development & Asset Management
Retirement Plan Consulting and Placement
Assessments, Financial Education, & Financial Document Drafting

Harris Financial Consulting, PLLC

Change Your Legacy.

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harrisfin.com and affiliates are not CPAs or lawyers and do not provide legal or tax advice or services. Please consult your trusted legal and tax professionals for further information regarding legal queries and tax advice. Harris Financial Consulting, PLLC is a Registered Investment Advisor (RIA) with the State of Texas; the company and its members are fiduciaries and are appropriately professionally licensed and registered. This website is for informational purposes only; illustrations and information herein should not be construed as specific or personal advice regarding specific securities, investments, strategies, or financial planning. For information regarding our sister entity, The Process Specialist, please visit www.theprocessspecialist.com.