The same valued relationships — now with an even greater focus on personalized guidance and care.

Upstream Planning was built around meaningful relationships, thoughtful guidance, and helping clients navigate life with confidence.

Hear directly from Jon about the vision behind the firm, the team, and this next chapter.

Meet the Team

  • Jonathan Harris

    OWNER & FINANCIAL ADVISOR

  • Jessica Harris

    CLIENT RELATIONSHIP MANAGER

  • Elijah Harris

    INSURANCE SPECIALIST

Let’s start the conversation.

Whether you have questions, want to reconnect, or would simply like to learn more about Upstream Planning, Jon would be happy to connect with you personally.

Our team will also be reaching out in the coming weeks, but please feel free to schedule a time that works best for you using the calendar here.