Safe Harbor Fee Plans--Pierside Service Program

"Anchorage" Service Program: Hourly/Project Fees

Fee schedule with fees dependent on project type, scope, and complexity
Specific client engagements end upon project completion which can include a “check-in” meeting to see how things are going
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

"Concierge" type financial services that goes beyond typical financial planning. A true “financial concierge” provides assistance with whatever personal financial planning services that a client may need, providing an extra level of service similar to that provided by a concierge at a quality hotel or resort
Annual service schedule including tax return preparation and discounts on estate planning work for Pierside clients plus concierge services as needed.
Safe Harbor guarantees planner availability for work needed during engagement period
Subscription fee pays for planner calls and emails and services provided during the year
Client commits to one-year term of service with quarterly payments based on the complexity of their financial situation