Fees

At Chris Reddick Financial Planning LLC, we offer simple, transparent options for working together—whether you need one-time advice or ongoing support. All plans are flat-fee, fiduciary, and tailored to your unique goals.

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  • 🚀 Kick Start Plan – $800 (One-Time)
  • Get clarity on a specific financial question. Ideal for focused help with:
    ✅ Investment review
    ✅ Retirement planning
    ✅ Tax strategy
  • Includes:
    🕒 One 60-minute virtual meeting
    📝 Customized written action plan with clear next steps
  • Best for: Individuals with a specific question who don’t need ongoing support.
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  • 🌱 Premium Plan – $150/month
  • Ongoing financial guidance for growing families, professionals, and pre-retirees.
  • Includes:
    📊 Comprehensive financial plan across all areas: investments, taxes, insurance, budgeting, retirement, estate, education, and employee benefits
    📆 Quarterly virtual meetings
    📧 Unlimited email and phone support
  • Best for: Those who want regular check-ins without frequent implementation assistance.
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  • 🌟 Platinum Plan – $200/month
  • Everything in the Premium Plan, plus hands-on support to implement your plan.
  • Extras:
    🔁 Meetings every other month (6x/year)
    🧾 Annual tax planning review before filing
    🧩 Personalized implementation help (ideal for business owners or self-employed clients)
  • Best for: Business owners, self-employed professionals, or anyone seeking high-touch guidance.
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  • ⏱️ Hourly Planning – $200/hour
  • Need quick help or a second opinion?
  • Get expert advice on topics like:
    📈 Retirement planning
    💸 Tax questions
    🧓 Social Security
    📊 Investment review
    📦 Employee stock options
  • Pay-as-you-go—no ongoing commitment.
  • Best for: Anyone needing focused advice without long-term planning.
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Comparison of Plans

 

Kick Start Plan

Premium Plan

Platinum Plan

Plan Type

One-Time

Ongoing 

Ongoing

Comprehensive Financial Plan

❌

✔️

✔️

Investment Advice

✔️

✔️

✔️

Tax Planning & Review

❌

❌

✔️

Ideal for

Focused Needs

General Guidance

Deeper Support

How many meeting(s) typically

One meeting

Every Three Months

Every Two Months

Cost

$800 one-time fee

$150 per month

$200 per month

Onboarding Fee

❌

❌

❌

Payments Made in Advance

Before the Meeting

Each Month

Each Month