Comprehensive Financial Plan

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Safe Harbor offers clients a Comprehensive Financial Plan that looks at the significant aspects of personal finance. This service is offered for a project fee range that varies on the complexity of the client’s situation. In addition, other services can be incorporated into the comprehensive analysis and plan based on the firm’s hourly rate. 

Comprehensive Financial Plan

A look at major aspects of your financial life:

  • Net Worth Analysis
  • Cash Flow and Savings Assessment
  • Current Portfolio Asset Distribution Analysis
  • Investment Analysis and Recommendations
  • Insurance Needs Analysis
  • Goal Planning, including retirement, wedding, travel, vacation home, etc.
  • Retirement Lifetime Income Planning
  • Pension Payout Analysis
  • College Funding Goal Planning
  • Estate Planning Financial Analysis (Not Legal)

Additional hourly fees at $250 per hour apply for the following services incorporated into the Comprehensive Financial Plan:

  • Debt Management Analysis and Plan of Action
  • Stock Options Analysis
  • Roth Conversion Planning
  • Family Gift and/or Charitable Donation Planning
  • Income Tax Savings Ideas and Strategies
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