Rethinking Traditional Methods
Traditional financial planning often relies on the Assets Under Management (AUM) model, where fees are a percentage of your investments. This can lead to high costs without comprehensive support.
Our Refreshing Approach
We offer a straightforward, flat-fee structure designed to save you money.
- Personalized Guidance: Meetings with a Certified Financial Planner (CFP®).
- Flexible Payments: Convenient monthly payment options.
- No Barriers: No minimum account sizes.
- Cost-Effective Investing: Advice on low-cost index funds.
- Comprehensive Support: Investment, retirement, and tax planning.
Financial Planning Fees
Comprehensive Plan – $2,500
A one-time comprehensive financial plan designed to give you a clear roadmap across your full financial life.
✔ Retirement readiness assessment
✔ Investment portfolio review
✔ Tax planning strategies
✔ Insurance and estate planning review
✔ Education and benefits planning
✔ Three virtual planning meetings over 8 weeks
✔ Customized written financial plan and action steps
Ongoing Financial Planning – Starting at $150/month
Plan
Price
Meeting Frequency
Meeting Duration
Support
Premium
$150/month
Every 3 months
60 minutes
Email & call support
Platinum
$200/month
Every other month
60 minutes
Email & call support
🚀 New to financial planning? → Start with a Comprehensive Financial Plan
📈 Need ongoing support? → Premium or Platinum Plan
💡 Have a specific question? → Hourly Planning
Why Choose Us?
Chris Reddick Financial Planning (CRFP) provides specialized financial planning tailored to public service professionals and educators. Here's how we stand out:
- Specialized Expertise: In-depth knowledge of public pensions, benefits, and retirement plans.
- Fee-Only, Advice-Only Model: No commissions, no product sales—just fiduciary advice.
- Flexible Service Options: From one-time plans to ongoing financial planning, we have solutions for everyone.
- Educational Approach: We empower clients with financial literacy to make informed decisions.
- Positive Client Feedback: Clients appreciate our responsive, transparent, and tailored approach.
Hourly Financial Planning – $200/hour
For clients who need help with specific financial concerns, I offer pay-as-you-go hourly financial planning.
