And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Let’s Build a Life You're Excited to Wake Up To
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We’re Harvest Financial
At Harvest Financial, we help you imagine, believe and achieve your financial dream.
Harvest Financial is an independently owned financial planning firm that has been dedicated to serving our clients since 1994. Located in the heart of Napa, California, we help families achieve financial independence by working side-by-side with our clients to build a financial plan that delivers results. Whether you are just starting to save for your future or are a seasoned investor, we look forward to working with you.
Our Team Is
Your Team
In addition to the families we serve, we also offer financial and investment services through Cetera Advisors LLC to business owners and their employees. Our commitment is to provide you with unbiased advice, impeccable service, and diversified financial resources that serve your individual needs. These are just a few of the benefits you will experience when you work with us.
If you are ready to imagine, believe and achieve your financial dreams, contact us today.
Spending Intentionally While Maintaining Your Goals
Learn how to tell the difference between purchases that reflect your priorities and those driven by habit or pressure.
Spend Purposefully Without Derailing Your Progress
Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.
How to Give Generously Without Derailing Your Goals
Generosity and retirement both matter. Here's how to support the people you love without losing sight of your own goals.
Balancing Family Giving and Retirement Planning
Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.
Enjoying Retirement While Staying Aligned with Your Plan
After saving for years, it's time to build confidence to spend. Learn to enjoy retirement without second-guessing purchases.
Make the Most of Retirement Without Losing Sight of the Plan
Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.
The Values Shaping Your Financial Decisions
A look at how everyday spending, family gifts, and charitable giving can work together to reflect what you care about.
Where Family Wealth Meets Family Values
Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.
How to Keep Building Wealth When Costs Rise
Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.
Learn More
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Learn More
Balancing Family Giving and Retirement Planning
Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.
Learn More