Jonathan Harrison
CFP®, CKA®
Sound Stewardship, LLC
Partner & Wealth Advisor
Jonathan Harrison
CFP®, CKA®
Sound Stewardship, LLC
Partner & Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jonathan Harrison, CFP®, CKA®
Fee-Only Financial Planner serving Greater Kansas City and beyond.
Jonathan Harrison is a financial advisor with a heart for helping people make an impact in their world. Before joining Sound Stewardship, he spent 7 years at the National Christian Foundation helping clients give away almost $1 billion to charity.
After interacting with over 300 unique financial advisors through his work in philanthropy, Jonathan became a strong believer in the Simplified Fee Structure developed by Sound Stewardship and joined the firm in 2015.
Jonathan’s background includes work in corporate America, philanthropy, and nonprofits, as well as degrees in theology. This has given him a unique perspective on the world, with an ability to find insights for charting the best path forward. He’s most passionate about the intersection of philanthropy, entrepreneurship, and technology.
Outside of work you can find him reading, running & training for his next race, or hanging out with neighbors in the urban community he loves.
He and his wife Karen moved from the Great Lakes region in 2007 to join New Life City Church, a church plant in downtown Kansas City. They have 2 boisterous sons, a beautiful daughter, and a very lively Airedale Terrier.
Jonathan 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.
At Sound Stewardship®, our mission is to help our clients achieve their goals and make a meaningful impact with their wealth. We do that by understanding your needs, creating solutions, and inspiring results. We enjoy long-lasting relationships with our clients as we come alongside them to identify where they are today and where they want to go from here. We utilize our Purposeful Living Process and our Sound Stewardship Principles to map out a plan for your financial future. We’ll help you implement your plan, manage your investments according to your risk-tolerance, time-horizon and objectives, and we’ll meet with you regularly to make sure that as situations change – in your life and in the world around you – adjustments are made to keep you on track for goal achievement.
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
-
Jonathan 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.
-
Jonathan Harrison is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
-
Jonathan 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.
-
Jonathan 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.
-
Jonathan Harrison Serves on the Board of Directors for the Impact Foundation
-
Jonathan Harrison is Quoted on Barrons: "Moving in Retirement? Here’s How to Keep Costs Down and Maintain Flexibility."
-
Jonathan Harrison is Quoted on Barrons: "Retirees Aren’t Spending Enough of Their Nest Eggs. Here’s Why."
-
Jonathan Harrison is Quoted on Kiplinger: "Build a Bond Ladder with ETFs"
-
Jonathan Harrison is Quoted by Reuters: "How to do more good with your charitable dollars"
-
Jonathan Harrison is Quoted in the Wall Street Journal: "How to Handle a Large, Unexpected Medical Bill"
-
Jonathan Harrison is Quoted in Financial Planning Magazine: "Toxic Inheritance: When a client’s property is contaminated"
Contact Jonathan Harrison
Office Locations:
-
9101 W. 110th St.
Suite 150
Overland Park, KS 66210
