Comprehensive Financial Planning for Business Owners


What's the benefit to you?

We stay on top of changing taxes, legislation, and trends.  You make decisions with CONFIDENCE.

We keep you on track to accomplish your business & personal goals.  You have PEACE OF MIND.

We use tech to provide advice to you in real-time as your life happens.  You get TIME for what’s important to you.

Where are you Now?

We help entrepreneurs at every stage of life.

Just starting or planning to start your business?

Established & want 1-on-1 help to grow to the next level?

Looking to sell your business but not sure where to start?

How we help

Trusted by entrepreneurs throughout the US, we specialize in comprehensive financial planning for your Business & Personal financial lives.

Tax Planning

Cash Flow Planning

Retirement Planning

Estate Planning

Insurance Optimization

Investment Management

I'm just like you.

I operate a successful business and have a very busy family life.  I started Harper Financial to help entrepreneurs prioritize time and focus their energy on building a successful life, not just a business.

Ready to take the first step?

Our calls are always relaxed and pressure-free.  Guaranteed.

Still unsure? We'll give you 3 things you could do RIGHT NOW to improve your finances.

Take 5-10 minutes to create your personalized scorecard.

After you’re done, We’ll send you a short video explaining your scorecard and 3 things you could do right now to improve your finances.  No strings attached!  You will get the video and then decide on what’s next.