Safe Harbor Fee Plans--Pierside Service Program

"Anchorage" Service Program: Hourly/Project Fees

  • Fee schedule with fees dependent on project type, scope, and complexity
  • Specific client engagements end upon project completion which can include a “check-in” meeting to see how things are going
  • Additional engagements or follow-on projects are scheduled on an “as available” basis
  • No ongoing client relationship (but we welcome clients back subject to planner availability)
  • Tax preparation services may be available for Anchorage clients

"Pierside" Service Program:  Quarterly Subscription/ Retainer Fees

  • "Concierge" type financial services that goes beyond typical financial planning. A true “financial concierge” provides assistance with whatever personal financial planning services that a client may need, providing an extra level of service similar to that provided by a concierge at a quality hotel or resort
  • Annual service schedule including tax return preparation and discounts on estate planning work for Pierside clients plus concierge services as needed.
  • Safe Harbor guarantees planner availability for work needed during engagement period
  • Subscription fee pays for planner calls and emails and services provided during the year
  • Client commits to one-year term of service with quarterly payments based on the complexity of their financial situation
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