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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Ideal Clients

  • Charitable Giving
  • Female Doctor
  • Holistic Financial Planning

Ways Advisor Charges

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

Fee Options

  • Monthly Fee: $417+/mo
  • Quarterly Fee: $1,250+/qtr
  • Hourly: $300/hr
  • Assets Under Management: 1.00%

SEC Records

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