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.
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Our Approach
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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.
About
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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.
Services
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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.
Financial Planning
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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
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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.
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