New Pierside Ongoing Service Program

Safe Harbor Fee Plans

"Anchorage" Service Level: Hourly/Project

  • Fee schedule with fees dependent on project type, scope, and complexity
  • Specific client engagements end upon project completion
  • 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 Level: Quarterly Subscription/Retainer Fees

  • Client commits to one-year term of service with quarterly payments of $1000-$1500 depending on the complexity of their financial situation
  • One-year initial commitment then option before each quarter to terminate
  • Annual service schedule and discounts on tax returns and estate planning work for Pierside clients
  • Safe Harbor guarantees planner availability for work needed during engagement period
  • Subscription fee pays for planner calls and emails, and a portion of any project work during the year
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