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Our Team - Who We Are
Our Team - Who We Are Who We Are

 

Harvest Capital Advisors believes good financial planning requires personalization, a process of gathering and quantifying your objective goals. Understanding and respecting your hopes and concerns, then applying long-range predictions of financial trends and probabilities helps us, and you, plan for your financial future.

A plan must be clearly detailed and summarized for all parties involved. Our planning process is consistent, organized and logical to afford the most efficient expenditure of time, effort and money. Our goal is to make sure nothing is omitted due to oversight or haste.

No plan is worth the effort to create unless you implement its conclusions. Completion requires effective coordination among all your advisors. This ensures you of integrated strategies and legal documents that fulfill your wishes.

Implementation may require repositioning financial assets. Those assets must be selected, or deselected, through a logical analysis. Each retained asset must have accompanying documentation that explains its purpose and an illustration of how it's expected to perform and its intended role; both on its own and as part of your overall plan.

Finally, each and every plan needs to be subjected to periodic scrutiny for relevance and efficacy.

 


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Wheat logoHarvest Capital Advisors, 11000 NE 33rd Place, Suite 301, Bellevue WA 98004
Phone: 425-827-6236 | Fax: 425-827-2687