Fees

Chris Reddick Financial Planning (CRFP) offers Kick Start, Premium, Platinum, and Hourly Financial Planning.

  • Plans are more affordable than what a typical financial planner charges.
  • All plans start with a free, initial 30-minute conversation to discuss your needs.
  • Clients can meet in person or virtually. Schedule an appointment today!

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  • Kick Start Plan
  • Covers 1-2 areas of Financial Planning with a one-time price of $500
  • Ideal for those new to financial planning or only want specific problems to be solved in one meeting
  • A 1-hour meeting where the financial plan is discussed
  • Examples of topics include: investment portfolio review, retirement readiness, Social Security Optimization, budgeting, tax planning, employee equity, and more
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  • Premium Plan
  • Comprehensive Financial Planning throughout the year
  • Covering investments, retirement planning, pension plans, Social Security Optimization, budgeting, tax planning, insurance, estate planning, business planning, employee benefits, stock options, college funding, student loans, and much more
  • Unlimited financial guidance, including all meetings, e-mails, and calls
  • Monthly subscription payments at $125 per month
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  • Platinum Plan
  • Comprehensive Financial Planning throughout the year
  • Plus
  • Complexity, accountability partner, small business and self-employed coaching, help with implementation, monitoring, step-by-step guidance on recommendations
  • Unlimited financial guidance, including all meetings, emails, and calls
  • Monthly subscription payments at $175 per month
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  • Hourly Planning
  • Book an hour for a financial planning topic (preparation time is included in the hour)
  • Advice and Fee-Only, no sales commissions or products to sell
  • Choose (1) topic: investment portfolio review, retirement review, tax review, Social Security optimization, employee equity (ISOs, RSUs, ESPP), college savings, pension review (including TRS), GPO, WEP, student loans, and more
  • Payment is made in advance and costs $200 per hour
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Comparison of Plans

  Kick Start Plan Premium Plan Platinum Plan
Covers 1-2 areas of financial planning All areas of financial planning All areas of financial planning
Written Financial Plan Yes Yes Yes
Investment Advice Yes Yes Yes
Ideal for Problem Solver DIYer Complexity
How many meetings One meeting, 1 hour Quarterly Bimonthly
Cost $500 one-time fee $125 per month $175 per month
Onboarding Fee No No No
Payments Made In advance (before the meeting) In advance (each month) In advance (each month)