Who We Are
Welcome to Collaborative Financial Solutions, a trusted financial advisory firm founded in 2020. While our headquarters are located in the Boston area, we proudly serve clients all across the nation, offering personalized financial guidance tailored to meet your unique needs and goals.
Guided By Our Core Principles
Our mission is simple yet profound: to provide meaningful and practical advice that empowers clients to make prudent financial decisions. At Collaborative Financial Solutions, we believe in helping clients understand the positive and/or negative implications of any decision or strategy they may want to implement for their short- and long-term goals. We ensure that clients are never pressured into products or managing their investments. Instead, our role is to help create and implement appropriate and beneficial strategies, acting as a guide to potential products or other solutions. We serve as a sounding board for our clients, offering unbiased and insightful advice.
Our Client-Centered Values
We understand the challenges families face today. Our firm is committed to being your partner in financial success. We are here to help you navigate your financial journey with confidence and clarity.
We uphold the values of integrity, objectivity, competence, and fairness in everything we do. These core principles guide our interactions and decision-making processes, ensuring that you receive the highest level of service and trust.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our commitment is to utilize all our resources to help you pursue your goals. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Craig Harsfield, CRPC®, CLTC
Owner/President
(617) 517-3240
My reason for becoming a financial professional is deeply personal. Throughout my life I have repeatedly seen many friends and family struggling to find the help they need to map out their financial futures or manage their cash flow on...