Harris Financial Consulting, PLLC
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Harris Financial Consulting, PLLC
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  • Harris Fin
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  • About
    • About
    • Legal
  • Contact
Get in Touch

Financial Plans & Services

Community Events, Classes, & Consulting

Community Events, Classes, & Consulting

Subscription and a la carte services to help you reach your goals

See Plans & Services

Community Events, Classes, & Consulting

Community Events, Classes, & Consulting

Community Events, Classes, & Consulting

 Creating a community of financially savvy change-makers by fostering exceptional Stewardship, Education, and Agency. 

What's New

Scheduling & Contacting Us

Community Events, Classes, & Consulting

Scheduling & Contacting Us

Schedule a call or drop us a line to get started.

Contact us

FAQ

Community Events, Classes, & Consulting

Scheduling & Contacting Us

Answers about the types of products and services we offer

Go to FAQ

Institutional Accounts

Financial Consulting FAQ

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

  1. Research, Goal Setting, and Metrics
  2. Data Collection
  3. Checkpoints and Reporting
  4. Education/ Training
  5. Document Drafting
  6. Advisory Services
  7. Coaching
  8. Financial Services
  9. Customized Solutions

  • 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


Schedule an Appointment

Community Events, Groups, & Classes

Emotional-Behavioral Finance

"Give It Away" Personal Philanthropy

"Get It Together" Personal Finance

Find out why you interact with money the way you do and how to make your relationship with money better.

"Get It Together" Personal Finance

"Give It Away" Personal Philanthropy

"Get It Together" Personal Finance

Learn about money and how to love your budget. Do it alone or with friends.

"Give It Away" Personal Philanthropy

"Give It Away" Personal Philanthropy

"Give It Away" Personal Philanthropy

Discover ways to make an impact during your wealth building years and beyond.

Start the Conversation. Schedule a call today.

Getting started is easy!

Get the help you need, when you need it.

Simply submit your information through the contact form, and we'll get started. It's that easy!

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How we help clients like you

Financial Planning

Financial Planning

Financial Planning



For people who use money.

Investing

Financial Planning

Financial Planning

Putting your money to work for you.

Consulting

Consulting

Consulting



Guidance and strategy for achieving your goals.

Education

Consulting

Consulting

Digital and Printable Tools

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Financial Calculators

Financial Calculators

Financial Calculators

interest rate, car loan, mortgage, and retirement calculators, to name a few.

(external link; not an affiliate)

Try It
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Printable Tools

Financial Calculators

Financial Calculators

printable forms and templates

Go to Printable Tools
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Resources

Other relevant resources for our clients

(includes external, non-affiliated links)

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Take a Survey

Participate in a public research survey, or complete a confidential new client survey.

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FinPlan Subscriptions

FinPlan Basic

FinPlan Plus

Financial Planning plus Basic Investing

FinVest Accounts

FinVest Basic, Plus, & Premium

Getting Started with FinVest Accounts

Our FinVest accounts require an application process to comply with Federal and Securities Industry regulations. Please click the "Contact Us" link below to get started.

Contact Us
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Mergers & Acquisitions

Succession Planning

Client Transfers & Book Buying

Client Transfers & Book Buying

Getting ready to retire? Knowing your clients are in good hands helps make the transition easier. Direct buy-out or transitional partnership options are available.

Request Information

Client Transfers & Book Buying

Client Transfers & Book Buying

Client Transfers & Book Buying

Changing careers, or just changing focus? We accept client transfers and buy books of business.

Find out more

Copyright © 2026 Harris Financial Consulting, PLLC - All Rights Reserved.


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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. 

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