Fees

Chris Reddick Financial Planning (CRFP) offers the following Financial Planning and Investment Management packages.

At CRFP, we believe that fees should be transparent and flat. 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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  • Basic Plan
  • (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
  • Clients can follow up with additional questions after the meeting
  • Includes investment portfolio review, retirement readiness, budgeting, tax planning, and more
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  • Premium Subscription
  • (Most Popular)
  • Ongoing Comprehensive Financial Planning throughout the year
  • Covering investments, portfolio analysis, retirement planning, tax planning, insurance, estate, employee benefits, college funding, student loans, and much more
  • Payments are made in advance at $125 per month
  • For clients that work virtually, there will be a price decrease of $25 per month
  • You can cancel at any time with 30 days' notice
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  • Platinum Subscription
  • (Best Value)
  • Ongoing Investment Management and Comprehensive Financial Planning throughout the year
  • Best value with both Comprehensive Financial Planning and Investment Management
  • Payments are made in advance at $175 per month
  • For clients that work virtually, there will be a price decrease of $25 per month
  • You can cancel at any time with 30 days' notice
  • Learn More

 


Comparison of Plans

  Basic Plan Premium Subscription 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
Investment Management No No Yes
How many meetings 1 meeting, 1.5 hours Between 4 and 6 times per year Between 4 and 6 times per year
Cost $500 one-time fee $100-125 per month $150-175 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)
Discount for Virtual No Yes, $25 Yes, $25