Justin Harris
Socially Responsible Investing; Financial Planning

Justin Harris, Financial Advisor (KMS Financial Services Inc.)

• http://www.sociallyresponsibleinvesting.org

I have two intentions as a Financial Advisor.  The first is to assist clients find a balance between being in denial or obsession when they deal with their finances. Committing to a realistic and mature approach to money can free up your energy for what truly matters.  I also provide the opportunity for Socially Responsible Investing which produces positive & sustainable global change, competitive returns, and offers us the opportunity to walk our talk.

My process as a Financial Advisor offers a broad and candid exploration into your relationship with money.  Retirement planning will be an important part of our process, but equally...[more]

I have two intentions as a Financial Advisor.  The first is to assist clients find a balance between being in denial or obsession when they deal with their finances. Committing to a realistic and mature approach to money can free up your energy for what truly matters.  I also provide the opportunity for Socially Responsible Investing which produces positive & sustainable global change, competitive returns, and offers us the opportunity to walk our talk.

My process as a Financial Advisor offers a broad and candid exploration into your relationship with money.  Retirement planning will be an important part of our process, but equally valuable is becoming aware of the financial stories you may cling to (innocence, powerlessness, entitlement, etc.) that prevent you from truly enjoying financial health.  My approach to financial planning can be found in my handbook, The Wealth of an Ordinary Life.

For a better sense of my work, visit my website at www.sociallyresponsibleinvesting.org.

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  From Amity Bjork

  Given on Wed Jun 25, 2008.

  Justin has been my financial advisor for several years. With his advice and patience, making decisions about money has become...[more]

  Justin has been my financial advisor for several years. With his advice and patience, making decisions about money has become much less frightening. And, of course, three cheers for socially responsible investing!   [less]
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  From Justin Walsh

  Given on Fri Apr 18, 2008.

  If you're looking for a great wealth (no pun intended) of knowledge on financial planning and advising get in touch...[more]

  If you're looking for a great wealth (no pun intended) of knowledge on financial planning and advising get in touch with Justin. His peaceful office reflects his approach with his clients, as he genuinely asks about what is happening in your life, and what you'd like to have happen. If you have no experience with financial planning (as I did), Justin discuss several options, all the while asking for your feedback to ensure clarity. I've found him patient as well as informative when it comes to directing me in all aspects of an important aspect of my future I knew nothing about. Justin's great - give him a call!   [less]
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  From Avi Leanne Taylor

  Given on Thu Apr 10, 2008.

  Justin is a beatiful and authentic human being. And he's also extremely knowledgeable about all the financial {and personal} options...[more]

  Justin is a beatiful and authentic human being. And he's also extremely knowledgeable about all the financial {and personal} options available wherever you happen to be on your financial journey! Thank you for your presence and sound advice ~:D   [less]
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  From Lara McIntosh

  Given on Sun Jan 6, 2008.

  From my experience with Justin over the years, what he says about his values and goals for financial advising are...[more]

  From my experience with Justin over the years, what he says about his values and goals for financial advising are absolutely true and on the mark with his actions. I am grateful to have had such an ally. I’m one of his clients who sometimes falls in the “in denial and/ or feeling powerless” descriptions of who he works with. Justin has always been both gentle and clear sighted about basic, essential steps I have needed to take to interact intelligently with my material resources.
  For example, at one point in my self-employed career, I was carrying good insurance on my car but none for my own health or disability. Justin found and encouraged me to AT LEAST take out a disability policy, which I did. This was a time when I had to choose very carefully what I could afford as regular expenses. Justin could not have been more compassionate or far sighted about helping me take that step to protect myself. (A few years later, I was ready for the health insurance he researched) Justin Harris definitely walks his talk---and dances too.

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