Holistic Financial Life Planning is a process not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change. No matter where you are in life, financial decisions abound.
And when you're busy, overwhelmed by options or confused by contradictory advice, it is hard to be confident you are making the best decisions. As your trusted adviser, we'll work with you to identify the proper path then help to keep you on it. Your goals and values are the foundation on which your personal financial plan is built.
And when you're busy, overwhelmed by options or confused by contradictory advice, it is hard to be confident you are making the best decisions. As your trusted adviser, we'll work with you to identify the proper path then help to keep you on it. Your goals and values are the foundation on which your personal financial plan is built.
Services
When you visualize financial independence, what do you see? The picture in your mind is like the cover of your personal puzzle box and your finances are the puzzle pieces. With the right help, you can put them together successfully. What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning.
I am Jason Harvey and I have been passionate about financial planning since high school. However, in investigating the profession back then, I made the common mistake of confusing the heavily sales focused world of "financial advising" with the profession of Financial Planning. Being a salesman had (and still has) very little appeal to me, so I began my career as a Project Manager in the automotive industry.
As a client of Active Lifestyle Financial Planning your holistic personal financial plan will include ongoing reviews of:. Your goals and values are the foundation on which your personal financial plan is built. Everything else is coordinated so that you can achieve your goals while remaining true to your values.
Were making the best decisions about insurance, estate planning, retirement planning, budgeting, and so on? Had the investments and the investment strategies that will allow you to reach your most important goals? Were paying only what you truly owe in taxes instead of giving the government what's rightfully yours?
Fee-only financial planners have a fiduciary responsibility which means we are required to put our clients interests above all else. We sell no products and receive no commissions. As a Fee-Only advisor, our only compensation is the fee you pay us and our only loyalty is to you. Knowing in advance exactly how much you are paying for advice and understanding that your advisor puts your interests first brings peace of mind.
Reviews (6)
Robert Conley
Dec 27, 2019
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We have been working with Jason for 5 years as our financial planner and he has exceeded our expectations for professional and personalized financial advice. We really appreciate his attention to detail, his ability to see the big picture while also able to drill down into the weeds to solve problems and come up with the most effective plan for us. Additionally, we love the fact that Jason will quickly answer your call or email and respond with well-thought out advice, tailored to our needs. We definitely sleep much better knowing our finances, including taxes, are in order and we are doing all
Kasie Dugan
Dec 06, 2019
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While I did learn a lot about personal finances from working with Jason, I would not recommend the services. They are far above the market rate for Charleston and I believe that he took advantage of that fact that we hadn't used a financial planner before. He charged us $8K and required a one year contract which is outrageous. Shame on us for not doing our research and interviewing financial planners in the area prior to working with him.
Our new financial planner noticed that he missed some information on our umbrella policy and he didn't provide timely tax planning which could have prevented
Our new financial planner noticed that he missed some information on our umbrella policy and he didn't provide timely tax planning which could have prevented
S. Bf
Sep 11, 2019
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Jason is fabulous to work with. He's thorough and responsive. As someone who is interested in finance and financial planning, it's plain to see the value of a fee-only advisor (like Jason). Traditional financial advisors charge a % of your assets under management, and may get incentivized for the products they sell you. But with a fee-only advisor like Jason, they're legally obliged to act in your best interest, and charge a flat fee, commonly based on your net worth. I love that this allows me to get the best plan for my family, and comforts me that the advice we get isn't at all motivated by
Ryan Borey
Aug 16, 2019
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Working with Jason has helped my wife and I get a grasp on all the items that we werent even thinking about, and get to a place where everything is now running smoothly. His personal touch makes every meeting feel like running over your finances with a friend and his input and recommendations always seem to come from a place of personal investment in our well being. Couldnt imagine working with anyone else.
Lauren Middendorf
Jul 05, 2019
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Working with Jason has been one of the best decisions we have made for our family and business. His expertise and personal approach have been invaluable. Jason takes the time to get to know each client and truly understand priorities and goals, tailoring plans and adapting as needs evolve.
Since we began working with Jason we established a small business, moved to a new state, and started our family. He has been a huge part of making everything possible and has helped tremendously at each stage. We could not recommend Jason more highly and look forward to our continued relationship with him in
Since we began working with Jason we established a small business, moved to a new state, and started our family. He has been a huge part of making everything possible and has helped tremendously at each stage. We could not recommend Jason more highly and look forward to our continued relationship with him in
Cory Freshour
Jul 04, 2019
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Jason has been tremendous to work with over the past few years. My wife and I could not be happier with a Financial Planner. Jason will take the time to get to know your family and personal goals, then will challenge you by covering all aspects of your financial and personal plans. There are many items that we've covered that I never imagined we'd discuss or take action on.
Jason is very thorough in his approach and most of all we love that he'll challenge you to think about things differently. This has helped us to look from all angles and has challenged our thinking during some key decisions
Jason is very thorough in his approach and most of all we love that he'll challenge you to think about things differently. This has helped us to look from all angles and has challenged our thinking during some key decisions