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.
Do you work virtually with clients?
We do work virtually with clients.
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.
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.
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.
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 management strategy. We also work virtually with clients nationwide. Ideal clients believe in the importance of educating themselves about their finances.
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.
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?
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.