About HarvestWise
At HarvestWise Wealth Planning, we believe financial management is about aligning your resources with your deepest values and creating a lasting legacy. We provide financial clarity and personalized strategies, helping clients live with purpose, give generously, and create a meaningful impact.




At HarvestWise Wealth Planning, we provide holistic financial strategies that enable individuals and families to align their resources with their most cherished values. Our mission is to help our clients achieve financial security while living a life that reflects their faith, generosity, and sense of purpose. We view wealth as a tool that, when managed wisely, can foster a meaningful legacy and create lasting impact in their family and community.
While many of our clients are faith-driven and share our Christian values, we serve anyone who seeks to align their financial decisions with deeply held principles, ensuring their wealth reflects their purpose and long-term vision.
Our Core Values
-
Stewardship
Managing financial resources with care, wisdom, and integrity. -
Generosity
Empowering clients to create positive change through giving. -
Integrity
Acting with transparency and honesty in everything we do.
Our Clients
-
Individuals, Married Couples, & Families
-
Business Owners and Executives
-
Single & Divorced Women, Widows
-
Non-Profits & Churches
Our Process

What's Important to Us
Faith-Guided Counsel:
Our financial planning is grounded in biblical
stewardship, ensuring that every decision honors our clients’ beliefs and values.
Client-Centered Solutions:
Each client’s life story is unique, and so are their
financial needs. We provide deeply personalized plans that align with their
individual goals and aspirations.
Comprehensive Wealth Management:
Our approach covers every aspect of
financial planning—from investments and taxes to estate and legacy
planning—helping clients live with clarity and purpose.
Focused on Legacy and Generosity:
We help clients extend their impact
beyond wealth accumulation, empowering them to support causes they care
about and create a lasting legacy for future generations.
Our Mission
"To help you align your financial life with your purpose, so you can live contently, give generously, and leave a legacy that reflects your faith and values—making a lasting impact on your family and the world."
Your Team
Trust, Transparency, Simplicity
"My life purpose is to use the intelligence and gifts I’ve been given to walk alongside my community, spreading joy and guiding others toward a place where they can experience a meaningful return on life."- Shane Kochon
