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 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
