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financial planning for women

Helping women manage their money

with confidence


Trusted. Experienced.

  • Certified Financial Planner™ Professional
  • Independent Fiduciary
  • 17 years of industry experience
  • Women-focused
  • Reduced conflict of interest
  • Fee-only, no product sales
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Danielle Harmon, CFP®, Owner & Financial Planner

Danielle Harmon, CFP­®

Empowered women empower women

With 65% of women saying money is their #1 source of stress, women are feeling overwhelmed and unprepared. With a customized financial blueprint, you’ll gain control of your future and find the confidence you need to move forward.

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Life is busy. Money is complex.

You deserve a plan you can understand.

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Meet Danielle

Danielle Harmon, CFP® is the founder of Boundless Financial Services, LLC, a fee-only firm that provides financial planning services to clients regardless of asset size.

Danielle’s career in finance began immediately after college when she started working with a large, regional broker-dealer. From there, she worked as a trader and back-office operations associate with a newly-formed, local broker-dealer. This is where she first discovered her love for financial planning. Danielle continued her experience by working for several independent RIA firms as a Paraplanner and Associate Advisor.

Danielle has a B.S. degree in Finance from Oral Roberts University. She has been a Certified Financial Planner™ Professional since 2017 and formerly held the Series 7, Series 66 and the SC Insurance License.

Danielle is a native of upstate South Carolina. When she’s not crunching numbers and working through financial plans, Danielle spends her time with her husband Joel and their three active boys.

Danielle is a member of Fee-Only Network and Kingdom Advisors.

Take control of your finances

Reduce your stress

Gain confidence

Maximize your wealth

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Schedule a complimentary consultation so we can learn more about each other.

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kick start meeting

Share your goals with us because your dreams are worth reaching.

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planning services

We offer customized support with planning services designed to fit your needs. Hourly rate or ongoing services available.

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