ACTIVE LIFESTYLE FINANCIAL PLANNING

About

Hello! 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.

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I earned a Bachelor’s Degree in Business Administration with a Minor in Economics. Then completed an MBA with Accounting Emphasis and moved into financial management. For ten years I did financial planning for companies including AT&T and SAIC with the goal of being a CFO.

 

While preparing for the CPA exam in 2009, I had the revelation that providing financial expertise to large corporations was unfulfilling. I wanted a career where I could have a more direct positive impact on people’s lives. In 2010, I decided to make my passion for personal finance a career, completed the CERTIFIED FINANCIAL PLANNER ™ Certificate Program at the College of Charleston and passed the rigorous CFP® Board exam.

 

Rather than focusing on just investments or insurance like most of the financial services industry does, I wanted to provide a comprehensive solution that addressed all areas of my client’s financial lives. I also wanted to emphasize tax planning and preparation because managing taxes is such a key component to financial success. I spoke with a number of fee-only financial planners while in my CFP® program and knew fee-only was the only way to go. It was also important to me to work with people my age and the “regular” working people I grew up around. Unable to find such a firm to work for, I started Active Lifestyle Financial Planning, LLC with the mission of expanding the availability of comprehensive fee only financial planning beyond the high net worth individual. We work with clients all over the country from our location in sunny Charleston, SC, our home since 1999, where we enjoy running, hiking, cycling, paddle boarding, kayaking, surfing, triathlon, yoga and just about anything that gets us up and moving (hence the name Active Lifestyle Financial Planning).

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Servicing clients in Seattle, WA, Asheville, NC, Houston, TX, and Charleston, SC. As well, as the Washington DC area. 

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