Active Lifestyle Financial Planning

Active Lifestyle Financial Planning is a financial planner in Charleston, SC. The firm provides holistic financial life planning, integrating tax preparation and planning, investment strategies, education planning, insurance, estate planning, retirement planning, budgeting, and small business planning. It serves clients in Charleston, SC, Washington DC, Seattle, WA, Houston, TX, and Asheville, NC. The business holds a rating of 4.50 based on 8 reviews. The practice operates on a fee-only model to ensure objectivity. Founder Jason Harvey, CFP®, established the firm with a mission to expand comprehensive fee-only financial planning beyond high-net-worth individuals. His background includes a Bachelor’s Degree in Business Administration with a Minor in Economics, an MBA with an Accounting Emphasis, and ten years of financial planning for corporations including AT&T and SAIC. He chose the fee-only structure to avoid sales conflicts and provide a comprehensive solution addressing all areas of clients' financial lives. The approach emphasizes that financial planning is a process, not an event. It focuses on the client’s goals and values, coordinating all areas of their financial life to create a plan that adjusts as circumstances change. Services include determining insurance needs, estate planning considerations such as trusts and medical directives, and tax planning to lawfully structure income and maximize deductions. The firm uses Functional Asset Allocation to create net worth growth or preservation plans. It also assists with retirement planning, debt management, and education funding for families. Active Lifestyle Financial Planning maintains a solid reputation among the customers it has served. Active Lifestyle Financial Planning brings its holistic, fee-only planning approach to clients in Charleston, SC.

BizScoreAI gives Active Lifestyle Financial Planning a Discoverability score of 100 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The business also receives a Technical score of 91 out of 100, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors.

Services:

• Holistic Financial Life Planning
• Investment Advice
• Taxes and Tax Optimization