Danielle Harrison
MBA, CFP®, CFT-I®™
Harrison Financial Planning
Founder and President
Danielle Harrison
MBA, CFP®, CFT-I®™
Harrison Financial Planning
Founder and President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Danielle Harrison, MBA, CFP®, CFT-I®™
Fee-Only financial planner located in Columbia, MO, serving clients locally and across the country.
Danielle Harrison is a Columbia, MO fee-only financial advisor serving clients locally and across the country. Harrison Financial Planning provides holistic financial planning and investment management to help busy professionals and business owners, those preparing for retirement, and those in retirement organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Danielle Harrison is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Danielle Harrison’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.
Danielle Harrison has been awarded
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)
Featured In
A comprehensive listing of Danielle's press mentions can be found here.
Danielle Harrison is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Harrison Financial Planning is a fee-only financial planning firm based in Mid-Missouri and equipped to work with clients regardless of their geographic location. We focus on getting to know you on a personal level and strive to create long lasting relationships in order to help you navigate all of life’s many transitions. Our number one priority is to give you more confidence in your decision making and bring you peace of mind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Danielle Harrison is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Danielle Harrison is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Danielle Harrison is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Danielle Harrison is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Danielle Harrison earned the Certified Financial Therapist - Level I™ Designation (CFT-I™)The CFT-I™ designation is a certification for both financial and mental health professionals, developed and administered by the Financial Therapy Association. Professionals holding this designation have learned to apply research and evidence-based therapeutic techniques to help clients, advance the field of financial therapy, and engage with other practitioners.
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Danielle Harrison Named a Finalist for Best Financial Advisor for Best of Columbia 2021 Awarded by Inside Columbia's
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Danielle Harrison is Quoted on CNBC: "Yes, there is such a thing as paying off too much debt—here’s what you should know"
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Danielle Harrison is Quoted on CNBC: "The ins and outs of credit card welcome bonuses—from an expert who made $2,000 per year"
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Danielle Harrison is Quoted on Business Insider: "A financial planner gave me some simple investing advice when I graduated college, and I've sworn by it ever since"
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Danielle Harrison is Quoted on Kiplinger: "9 Ways to Raise Cash Quickly"
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Danielle Harrison is Quoted on TheStreet.com: "Steps To Take If Your Employer Stops Matching Your 401(k) Contribution"
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Danielle Harrison is Quoted in MarketWatch: "A retirement savings hack thanks to this year’s delayed deadline for filing tax returns"
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Danielle Harrison is Quoted on CNBC: "Only having a debit card can actually hurt your credit—here’s how"
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Danielle Harrison is Quoted on Fox Business: "Why you should never borrow from your 401(k) to pay off debt"
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Danielle Harrison is Quoted in InvestmentNews: "More money, more problems: What to do if your client wins Powerball"
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Danielle Harrison is Quoted on CNBC: "Making on-time payments has the biggest impact on your credit score—here’s how automating them can help"
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Danielle Harrison is Quoted on CNBC: "Using your company credit card may help or hurt your personal credit score—here’s how"
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Danielle Harrison is Quoted in the Center for Retirement Research Blog: "Boomers Facing Tough Financial Decisions"
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Danielle Harrison Named Emerging Business Woman of the Year Finalist in 2017 by the Columbia Daily Tribune
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Danielle Harrison Featured in COMO's 20 Under 40 List
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Danielle Harrison is a Member and Past President of the Rotaract Club of Columbia
Contact Danielle Harrison
Office Locations:
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303 N Stadium Blvd
Ste. 200
Columbia, MO 65203
