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!
- 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 Financial Plan and a 1-hour meeting with recommendations
- Examples of topics include: investment portfolio review, retirement readiness, Roth conversions, backdoor Roth, Social Security Optimization, budgeting, tax planning, employee equity, and more
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- Premium Plan
- A Financial Plan and ongoing Financial Planning throughout the year
- Covering investments, retirement planning, pension plans, Roth conversions, backdoor Roth, Social Security Optimization, budgeting, insurance, estate planning, business planning, employee benefits, stock options, college funding, student loans, and much more
- Unlimited financial guidance, including all meetings, emails, and calls
- Monthly subscription payments at $125 per month
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- Platinum Plan
- A Financial Plan and ongoing Financial Planning throughout the year
- Plus
- Accountability partner, small business and self-employed coaching, help with implementation and monitoring, tax planning, full income tax review before filing, 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 and Ask Me Anything about your finances
- Advice and Fee-Only, no sales commissions or products to sell, just straight advice!
- Possible topics: investment portfolio review, retirement review, tax review, Social Security optimization, retirement accounts (401k, 403b, IRA, TSP, etc.), employee equity (ISOs, RSUs, ESPP), backdoor Roth, mega backdoor Roth, college savings, pension review (including TRS), GPO, WEP, employee benefits, 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 |
| Financial Plan | Yes | Yes | Yes |
| Investment Advice | Yes | Yes | Yes |
| Tax Planning & Review | 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) |
