grow your crop
Ensuring Your Financial Freedom
preparing the soil
Financial Planning & Strategy
The prosperous farmer prepares the soil with a vision of short-, intermediate- and long-term success, and before plowing they plot the direction of the furrows. We take the same approach to growing your rich harvest.
We begin with a plan and plot the direction, always focused on your short-, intermediate- and long-term, wealth-building goals. Then, just as the farmer surveys the crops, together we strategically track your progress and check in with you regularly to evaluate it.
Soil is a living ecosystem and is a farmer’s most precious asset.
-Howard Warren Buffett
planting the seed
Solution Implementation, Financial Planning & Wealth Building
Every crop begins with seeds, and hearty seeds result in a robust crop. The surest way to safeguard the harvest is to choose the right seeds.
As your future harvest grows, we focus on identifying and addressing planning gaps. When necessary, we implement solutions, adjusting the existing financial plan or introducing new concepts to meet your crops’ evolving needs.
Like the seasoned farmer, we put our expertise to work every day. Our ultimate goal is to partner with you to craft and nurture an investment strategy, one that grows the financial seeds you have planted into wealth.
If we plant the right seeds, tomorrow will be better.
nurturing the crop
Wealth Management & Multigenerational Process
Your crops require constant, attentive observation to flourish. We lean on an understanding of your financial horizon to ensure they’re nurtured through days of abundance or drought.
We are excited to help you grow your wealth and attain the financial future you envision. Whatever your benchmarks – purchasing a home, funding college or retirement or launching a new business – we can help you reach them. We work with you to develop and implement a custom financial timeline with your goals in mind.
The most important thing on a farm isn’t a plow or a harrow. It’s the family, and many farms have been sustained by multiple generations. At Harvest Moon, we have a singular appreciation of the multigenerational aspect of financial planning. Familial wealth transfer is an often overlooked, but it is a critical component of any plan, and too often younger generations aren’t involved in the process. We will help you craft and maintain a sustainable approach that incorporates everything and everyone important to you.
Though the land be good, you cannot have an abundant crop without cultivation.
Reaping the Harvest
The harvest – it’s what we work so hard for all those years – but the work doesn’t end there. During the distribution phase, we’ll help you choose how you can enjoy the fruits of your labor.
Careful monitoring, coupled with rebalancing and strategy and changes when necessary, will serve to safeguard your financial legacy. Together we will establish a realistic budget that will meet your needs and conserve your resources so you don’t run out of money before you run out of time.
Harvest is a joyful time of gathering the produce of the land.
6565 Americas Pkwy NE, Suite 200 Albuquerque, NM 87110