Do you offer tax preparation services?
We do not offer tax preparation services but can provide tax planning strategies.
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.
Who do you work with?
We partner with professionals and their families, especially in education and public service careers, in the greater San Antonio area to help them create a comprehensive financial plan and investment strategy. We also work virtually with clients nationwide. Ideal clients believe in the importance of educating themselves about their finances.
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.
Do you have an office?
Yes. Our office is in San Antonio, and visits are by appointment. Most clients meet with us by video, phone, or email.
Are you a CERTIFIED FINANCIAL PLANNER®?
Yes. Chris Reddick is a CFP® professional, certified by CFP Board. Certification requires education, an exam, experience, ethics standards, and ongoing continuing education.
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. See plans and pricing.
How can I work with you?
The best first step is a free 30-minute call. Book a time at calendly.com/creddickfp, and we’ll talk through your goals and which plan fits.
How does the Ongoing Plan work?
The Ongoing Plan is $150 per month, with quarterly meetings, online access to your plan, and an annual tax planning review. There’s no setup fee, and you can cancel anytime. See plans and pricing
What do you mean by serving clients in public service and education?
My specialization is serving educators such as teachers, higher education faculty and administrators, and public service professionals in government and nonprofit organizations. I can also serve clients in other industries.
Do you work virtually with clients?
Yes. All meetings can be held by video, so we work with clients across the country.
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.
