904F5530-5109-41D7-BF1B-B4761704A109 - Josh Harris
Josh Harris Profile - Josh Harris
JW Harris
JW Financial Guidance, LLC
Primary - Blue - Josh Harris

Issues and needs

Resiliency, Financial Strengths

Occupational specialties

Business Owners, Doctors/Dentists, Academics, Attorneys, Labour and trade based careers, Teachers, Service industry, Tech, Engineers and Architects, Sales, Foreign service and politicians, Family Businesses/Family Enterprises

About

Money is challenging, it doesn’t have to be. We’re here to help you uncover your values and reasons impacting your financial decision-making - your money story! Whether you’re a new or mid-career professional, it’s invaluable to align your decisions around money with your values, dreams, and natural way of achieving. Knowing your money story frees you up to achieve the things you want to, in work and beyond.

JW Financial Guidance, LLC was founded with the mission of helping clients uncover and live out their money story. The vision was to help guide clients on their money story journey. Initially designed as an education-focused company, the focus expanded to include working one-on-one with clients, their families, and their family-owned business. At the core remains a focus on strengths-based coaching and therapy, and serving clients in their journey to uncover and live out their money story.

Josh "JW" Harris has followed a thread of academic studies and professional experiences preparing him for helping clients uncover and live out their money story.

After graduating from Wofford College with a BA in Religion, he worked in non-profit program and retail management before pursuing a MBA in Finance from the University of South Carolina Darla Moore School of Business. After several years working in financial services he pursued a career in academia along with completing a doctorate in Personal Financial Planning with a certificate in Financial Therapy from Kansas State University.

He remains an active member in professional organizations like the Financial Planning Association, Financial Therapy Association, and the National Association for Personal Financial Advisors, where he continues to serve as a thought leader.

Professional Specialty Areas

Issues and needs

Resiliency, Financial Strengths

Occupational specialties

Business Owners, Doctors/Dentists, Academics, Attorneys, Labour and trade based careers, Teachers, Service industry, Tech, Engineers and Architects, Sales, Foreign service and politicians, Family Businesses/Family Enterprises

Languages

ASL, English

Religious/Spiritual

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual

Country

USA

Service Area

Type of Service

Coaching, Therapy

Practitioner Gender

Male

Fee Structure

Flat fee, Hourly

Practitioner Designations and Qualifications

Financial Therapy Designations

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

PhD in Financial Planning, Masters in Financial Planning, Graduate Certificate in Financial Therapy

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