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.
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.
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.
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.
Can you provide ongoing investment advice?
Yes, investment advice is included in the Subscription Plans.
Do you work virtually with clients?
We do work virtually with clients.
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.
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.