Jason Harvey (CFP®, MBA)

Jason Harvey focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Insurance Related Issues
  • Investment Advice without Ongoing Management

Planning Specialties

Retainer Agreement

The majority of our engagements are on an annual retainer basis. During the initial year of the retainer we develop and implement a comprehensive financial plan in several topic specific meetings that include accomplishment of the following:

Inventory all that you own and you owe (assets and liabilities) including a review of the information in an easy to understand graphical format so you have a clear picture of where you stand like never before.

We review what comes in and what goes out (income and expenses) and help you setup a system to stay on top of your monthly cash flow with as little time and energy as possible.

We review the taxes you pay then craft and implement a plan to ensure you pay as little tax as the law allows.

We prepare and submit your federal and state tax returns.

We help you identify intermediate and long term goals and money values, then align your financial resources to best position you to achieve those goals and live your financial life in alignment with those values.

We review your major risk exposures, craft a plan to best address those exposures using insurances (life, disability, homeowners, auto, umbrella) then help you implement the plan using the most cost effective solutions available.

Based on factors endogenous to your situation, we develop a recommended asset allocation that includes the real estate you own and 401ks (things that most money managers don’t advise on) and a low cost, tax efficient investment strategy then we work with you to implement our recommendations.

We discuss your wishes should you become disabled or pass away then work with you and your attorney to ens

Additional Information

Financial Fitness Review

If you are just starting the marathon toward financial independence, we offer a financial fitness review. The FFR is the equivalent of a medical check-up, but for your money. In this two hour session we will:

-Checkup on progress toward financial independence by reviewing your net worth, current investment allocation and savings plan

-Assess your progress in The Five Fundamentals of Fiscal Fitness 

-Review your three prior year’s tax returns for potential tax savings

-Discuss up to three of your most important specific financial questions (questions provided in advance)

Project Retainers

Although we believe that everyone can benefit from an unbiased comprehensive financial plan, we recognize there are times when folks are facing a single, but complex issue that needs attention. This is particularly prevalent in times of life transition such as the arrival of a new child or transition from the working world to retirement. 

 

 

NAPFA Start Date

October 24, 2016

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This Office

413 Planters Trace Dr Charleston, SC 29412-8306 Phone: (843) 225-2058