How does the subscription plan work?
Depending upon the complexity of your finances, for the subscription plan payments start at $125 per month. You can cancel at any time with 30 days' notice. To learn more click here.
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.
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 do you get paid?
Chris Reddick Financial Planning (CRFP) is a fee-only financial planning 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.
Are there any account minimums to work with us?
There are no account minimums to work with us since we don't manage your money. We are advice only and offer three flat fee plan options.
Do you work virtually with clients?
We do work virtually with clients.
Can you provide ongoing investment advice?
Yes, investment advice is included in the Subscription Plans.
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.
Do you offer tax planning services?
Yes, we use software that uploads your Form 1040 tax return and provides an in-depth analysis of the return and future projections of income taxes. Note: we do not file taxes with the IRS. The report is primarily informational. For tax advice, you should speak to a CPA.
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.
Are you available for hourly financial planning work?
We can do hourly financial planning work at $200 per hour.
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.