How can we help?
We offer every user a free, basic plan review. It's our suggested starting point for everyone. If you'd like more in-depth support and thorough plan, consider enhance your plan with our Certified Harbor Plan service.
Basic Plan Review
Review your plan with a Harbor specialist over video chat.
certified harbor plan
Enhance your plan with a Certified Financial Planner.
Walk through your plan with an expert to ensure financial accuracy
Customize your plan with personal goals
Get a 5-year goal calendar to help you achieve your plan
|Certified Financial Planner (CFP)
Review your plan with a certified expert (learn about CFP)
Portfolio review and recommendations
Ongoing access to Harbor's goal tracking & plan assistance tools
Free for the first 12 months
Not sure which option to choose? Start with a basic plan review, and you can always get your Certified Plan after.