Fees

Chris Reddick Financial Planning (CRFP) offers the following Financial Planning and Investment Planning Packages:

Hourly financial planning; Kick Start Plan; Premium Plan, and Platinum Plan.

A discount is available for current (former) educators, military, and government employees.

All packages start with a free, initial 30-minute phone call to discuss your needs.

Clients can meet in person or virtually. Schedule an appointment today!

 

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  • Kick Start
  • Covers 1-2 areas of Financial Planning with a one-time base price starting at $500
  • Ideal for those new to financial planning or only want specific problems to be solved in one meeting
  • A 1.5-hour meeting where the financial plan is discussed
  • Includes investment portfolio review, retirement readiness, Social Security Optimization, budgeting, tax planning, employee equity, and more
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  • Premium Plan
  • Ongoing 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
  • Payments are made in advance, starting at $125 per month
  • You can cancel at any time with 30 days' notice
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  • Platinum Plan
  • Ongoing Comprehensive Financial Planning throughout the year
  • Plus
  • More complexity; accountability partner; business and financial coaching; help with implementation; step-by-step guidance and instruction on recommendations
  • Payments are made in advance, starting at $175 per month
  • You can cancel at any time with 30 days' notice
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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
  • Learn More

 


Comparison of Plans

  Kick Start 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, 1.5 hours Up to 4 times per year Up to 6 times per year
Cost (starting at) $500 one-time fee $125 per month $175 per month
Cancellation Policy Not applicable 30 days' notice 30 days' notice
Onboarding Fee No No No
Payments Made In advance (before the meeting) In advance (each month) In advance (each month)