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
  • Accountability partner, small business and self-employed coaching, help with implementation and monitoring, full income tax review before filing (additional fee for income tax prep.), 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
Tax Review/Prep.* No No Yes
Ideal for Problem Solver DIYer Complexity
How many meeting(s) One meeting 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)

*tax prep. an additional fee