Comprehensive Financial Plan

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: $2500/$3000/$3500

A detailed look at major aspects of your financial life and how they all fit together:

  • Net worth analysis
  • Cash flow and savings assessment
  • Current portfolio asset 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)
  • Tax planning and strategies

Returning Client Periodic Review Session: $750

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