About
Craig Harsfield is the founder of Collaborative Financial Solutions. With over 25 years of experience Craig started his career with American Express Financial Advisors, and then spent 13 years working at Ameriprise Financial. In 2018 Craig decided to start a private practice, after helping his own family navigate multiple life transitions each one with its unique set of circumstances.
Craig holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Certification for Long-Term Care® (CLTC®) designations, and earned his business degree from Babson College. He specializes in goal planning, cash flow management, and Long Term Care Planning transitions.
A native of Boston's South Shore, Craig lives in Brookline with his wife and children. He serves on several non-profit boards across Greater Boston, including the Brookline Community Foundation, and is also a past President of the Brookline Chamber of Commerce.
Outside of work, Craig stays active playing tennis, traveling, coaching youth sports and rooting for all Boston sports teams.
Why "Collaborative"
The name is the point: a plan built without you in the room isn't really yours. Like a cairn, it isn't stacked by one hand alone — it's built stone by stone, together, so the next step is always clear. Every plan starts as a conversation — and stays fluid as your life changes.