financial planning for women

Helping women manage their money

with confidence

SMART | SIMPLE | CLEAR

Trusted. Experienced.

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

Danielle Harmon, CFP®, Owner & Financial Planner

Danielle Harmon, CFP­®

Life is busy. Money is complex.

You deserve a plan you can understand.

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.

Business with a Woman's Touch:

The How-To Guide to Successful Entrepreneurship & Profiting In Business without Sacrificing Integrity

FREE GIFT:

Get Your Finances Organized in

4 Easy Steps

Take control of your finances

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HOW IT WORKS

ANNOUNCEMENT: Danielle Harmon is now part of Blue Trust.

Boundless Financial