Danielle Harrison, CFP®, CFT-I™ Harrison Financial Planning

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About Danielle Harrison, CFP®, CFT-I™

I am a Columbia, MO fee-only financial advisor serving clients locally and across the country. My firm, Harrison Financial Planning, provides comprehensive financial planning and investment management. I use both my technical competency as a Certified Financial Planner™, as well as my training as a Certified Financial Therapist-I™ to help guide my clients through any financial decisions they must make.

Background

My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger.

Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender.

As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career.

In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson.

Education

University of Missouri: Masters of Business Administration (MBA)

Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship

Certifications

CERTIFIED FINANCIAL PLANNER™ Professional

Certified Financial Therapist-I™ Professional

Community Involvement

Mobility Worldwide-Columbia, MO (Past Board President & Current Board Member)

Alzheimer’s Association-Greater Missouri (Past Board Member)

Heart of Missouri Girls on the Run (Past Board Treasurer)

Rotaract of Columbia (Past Board President)

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Female Doctor
  • Gen Y/Millennials
  • Holistic Financial Planning
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $500+/mo
  • Quarterly Fee: $1,500+/qtr
  • Hourly: $350/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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