Are there any account minimums to work with us?
There are no account minimums to work with us. We offer three flat fee plan options and each plan has no account minimums.
Can you provide ongoing investment advice and not manage my money?
Yes, investment advice is included in the Subscription Plans.
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.
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.
Are you available for hourly financial planning work?
We can do hourly financial planning work at $200 per hour.
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.
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 work virtually with clients?
We do work virtually with clients.
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.
How do you get paid?
Chris Reddick Financial Planning (CRFP) is a fee-only financial planning and wealth management 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.