Harvest Financial

• Cultivating a Valuable Partnership
• Commitment to a Set of Principles
• Responsibility to You
• High Quality Service
• Frequent Communication With You

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• Cultivating a Valuable Partnership
• High Quality Service

High Quality Service

To have a successful partnership, high quality service is paramount. When Cultivating a Valuable Partnership with Harvest, you work directly with Jim Wright and John Fattibene, the founders of Harvest Financial Partners. We each have more than 20 years of experience in the financial services industry and can provide trusted service paired with personal knowledge of your situation. When you choose us, you work directly with us -- no call centers and no management layers.

Cultivating a Valuable Partnership with Harvest means we spend a considerable amount of time getting to know you. We ask many questions, and we listen to the answers. We listen for what you know you need and for things you might not realize you need. We also make sure you understand us and how we can help you.

From all the information you provide us, we determine an asset allocation that is personally crafted and appropriate for you. This asset allocation is incorporated into an Investment Policy Statement (IPS) that outlines your current financial picture, where you want to go and how we can help get you there. Because nothing in life is certain, except change, your IPS is a dynamic document that we revisit regularly and update as appropriate.

Once you have chosen to work with Harvest, we establish an account for you at Charles Schwab (who we typically use to custody your assets, although we can work with other firms). Your account with Schwab is in your name, set off from all other Schwab and Harvest Financial Partners accounts. You have 24/7 online access to your account, and we provide you with a letter that walks you through opening an account and simplifies the process.

After establishing an account, we provide you with a binder to hold your statements from Schwab and other investment items. This binder serves as a comprehensive resource where we compile phone numbers for important financial contacts, account numbers and space for you to add any other important information.

We recognize that service does not end – it continues with an ongoing dialogue throughout the life of the partnership.