Join two dynamic financial strategists, who along with their team at Financial Harvest Wealth Advisors, want to help you (and other couples and families like you) achieve financial independence and stability.

In this very first episode of the Plant. Harvest. Prosper. Podcast, David and Katie Witter share their candid accounts of how each of them chose the profession of Wealth Advisor. Their stories start with the events that shaped their paths, and when their paths ultimately crossed, led to both their marriage and their business partnership.

Together, David A. Witter, CERTIFIED FINANCIAL PLANNER™ and Certified Succession Planner™, and Katie M. Witter, principal and wealth advisor and a Certified Succession Planner™ have been helping families, businesses, and individuals build and preserve wealth since 2002.

Look for most episodes of Plant. Harvest. Prosper. to feature Wealth Advisor Kellen H. Williams as host. Kellen, a CERTIFIED FINANCIAL PLANNER™ and a Licensed Investment Advisor is a key member of the team at Financial Harvest Wealth Advisors. Recognizing the critical importance of making financial education more widely available, Kellen strives to be a servant leader, helping people find their way and their purpose with their finances. His perspective helps make Kellen an insightful and informative host.

In Episode 1, David and Katie share with Kellen many of their motivations for launching Financial Harvest nearly two decades ago, as well as the values that shape their lives and their dedicated service to their clients.

Katie also talks about how the power of “compounding,” impacted her at a young age. It’s a topic rarely taught in school but one that she identifies as critical for financial stability.

David, who started his career path studying engineering, talks about the events in his personal life that inspired him to become a financial strategist, and to later co-create, with Katie, their Winter Park, Florida financial advisory firm.

Discussing their faith, their marriage, the financial philosophies, the blessings of working together, and their calling, David and Katie deliver both insights and inspiration. As David explains, “Lean in. Love on your clients and your team through the challenges and the celebrations … these are benefits and privileges I never imagined I’d experience when I started my career as a wealth strategist.”

Episode 1 is only the beginning. Look for future episodes to cover a diversity of topics from cryptocurrency to how to raise financially responsible children and much more. With each new podcast, expect Kellen and his guests to continually be framing their message in terms of:

What seeds can you sow now to set you up for financial success? PLANT.
How do you cultivate and take those seeds to the next level? HARVEST.
How do you sustain it for the long run? PROSPER.

And between podcasts, you learn more from the team at Financial Harvest Wealth Advisors on the Wise Money Decisions Blog.

All information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.

Plant. Harvest. Prosper. Episode 26: QUICK WINS - Asset Protection – How to protect assets from being taken and do you need an umbrella policy?

Plant. Harvest. Prosper.By Financial Harvest Wealth AdvisorsApr 22, 2024