I've developed and refined a process that helps puts every piece of the financial puzzle together for my clients as their lives unfold and their needs evolve. My ideal clients - those I'm best suited to serve - generally have investable assets between $1,000,000 and $5,000,000 excluding real estate.They also share many of the same qualities, listed below:They're nice people.They're engaged in my process without micromanaging.They're enlightened about the realities of market volatility.They focus on what I'm worth rather than what I cost.They're respectful of my team.They're responsible and resilient.They have gratitude for today and ambition for tomorrow.They're hard-working business owners or professionals.They're positive, optimistic, and realistic.They have a strong sense of purpose.If any of the above describe you, let's have a conversation. You can reach me at mholly@hardingfinancialgroup.com or 614-515-4722.CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.
Listed skills include Customer Service, Team Leadership, Social Skills, Leadership Development, and 33 others.
