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

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About Danielle Harrison, CFP®, CFT-I™

Danielle’s fascination with finance began before she even started kindergarten when she discovered the magic of compound interest while saving her birthday and holiday money in her passport savings account. In 5th grade when asked to draw what she wanted to be when she grew up, she didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, her father purchased her subscriptions to Money Magazine and Kiplinger (of which she was recently quoted in their June 2020 edition). Her investment philosophy may have changed substantially since that time, but her interest in financial planning never went away.

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

As a financial planner, Danielle has been able to combine her love of finances and passion for helping individuals into a fulfilling career.

In her downtime, she spends her time with her husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, her two young sons, William and Alexander, and their 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

  • Financial Independence Retire Early (FIRE)
  • Holistic Financial Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $600+/qtr
  • Assets Under Management: 1.00%

SEC Records

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