New Client Toolkit                                                                     

Welcome to Harm & Harm Financial Consulting Group. As a prospective client, we want you to understand the tools that we use to help you build, manage, protect and transition your wealth. Follow the links below to find resources and tools for the creation of personalized plans and strategies for planning your financial future.
Information Collection Page
The Envision process provides a great way to create and maintain your own unique financial roadmap. Click on these documents to get started.
Introduction to the Envision Client Planning Software
Envision Goals Worksheet
Envision Client Profile