FAQs

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.

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.

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.

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.

Yes, investment advice is included in the Subscription Plans.

We can do hourly financial planning work at $200 per hour.

Yes, if you want to "ask me anything" about your finances, we charge $200 per hour.