Karen Harris, CFP^®, CRPC^®

How do I help our clients live a richer life?
To enable clients to live a richer life, we begin by identifying their unique goals through an efficient, values-based process. Once we’ve identified what we’re working toward, we create a comprehensive plan, assist in implementing strategies, and track progress to ensure success over their lifetime. Each new season brings opportunities to plan for the unexpected and navigate changes. It is fun to seek creative solutions in a collaborative environment at Brighton Jones. I consider it a privilege to team with clients as their Personal CFO and encourage them to live a richer life.

How do I align my time and money with my values and passions to live a richer life?
I align my time and resources with what matters most through my core values of stewardship, relationships, and harmony. Practicing barre, exploring the outdoors, and playing games with family and friends all contribute to my wellbeing and joy. Frequent reflection and focus on these values and passions help me thrive more often.