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.
How does the subscription plan work?
Depending upon the complexity of your finances, the subscription plan payments start at $125 per month. To learn more, click here.
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.
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.
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 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.
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.