Are you fee only?
Yes. Chris Reddick Financial Planning (CRFP) is a fee-only, fiduciary financial planning practice. This means we don’t get paid a commission for recommending specific investments or financial products. We work for you and are paid only by you. This means you can always rest assured that we’re working with your best interest in mind.
How are you different from other fee-only financial planners?
There are several key differences. First and foremost at CRFP, we believe in transparent pricing, what you see on the website is what you pay. We offer flat fees for financial planning and investment planning. This is rare in the industry. Second, we believe in goals-based financial planning. After each meeting, we establish goals that should be accomplished before our next meeting. We track goals to enable us to work on meaningful change together. Finally, we are comprehensive financial planners, where we work together in all areas of financial planning.
Who is not a good fit for our services?
We’re looking to work with collaborative and intentional individuals who want to be engaged in their financial planning process. Our clients are family-oriented and want their money to reflect their values. Our clients believe in the importance of education and learning to better themselves. We aren’t stock-pickers and believe in sticking to an investment plan over “timing” the market.
Are you available for hourly financial planning work?
We can do hourly financial planning work at $200 per hour.
Do you have an office?
We don’t have a formal office. With the technology of today we’re able to meet our clients wherever it’s most convenient for them - via phone, email, video conferencing or in person at a mutually agreed upon space.
Do you offer an "ask me anything" financial planning services?
Yes, if you want to "ask me anything" about your finances, we charge $200 per hour.
Are you a CERTIFIED FINANCIAL PLANNER?
Yes. Chris Reddick holds the CFP® Professional designation from the CFP Board. This designation comes from a rigorous certification process and regular continuing education to maintain the CFP® Professional mark.
How do you get paid?
Chris Reddick Financial Planning (CRFP) is a fee-only financial planning and wealth management firm which means that our compensation comes directly from the clients we serve. We do not receive commissions from companies by selling products. To learn more about our services and pricing click here.
Do you only work with clients in Texas?
Chris Reddick Financial Planning (CRFP) is virtual in nature which enables us to assist clients in the State of Texas and in other jurisdictions where exempted.
How can I work with you?
Please send me an email or schedule a call and I will be happy to discuss.
What do you mean by serving clients in careers in corporate, education, and public service?
I believe that through my work experience, I can best serve clients in corporate careers in the private sector in various industries, education includes teachers, administrators at all levels including higher education, public service are those in government and nonprofit organizations. I can also serve clients in other industries.
What is the ultimate goal of the way you do financial planning?
We move clients from feeling restricted and overwhelmed to feeling focused and empowered about their personal financial situation. Ultimately, we want to graduate clients, by making them so good at managing their personal finances they can do it on their own.