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
- A limited-scope financial plan covering 1-2 areas of financial planning costs $800, while a comprehensive financial plan costs $2,000.
- Ideal for those new to financial planning or only want specific problems to be solved in one meeting
- A Basic Financial Plan and a 1-hour meeting with recommendations
- Examples of topics include investment portfolio review, retirement readiness, Roth conversions, backdoor Roth, Social Security Optimization, budgeting, tax planning, employee equity, and more
- Learn More
- Premium Plan
- A Financial Plan and ongoing Financial Planning throughout the year
- Covering investments, retirement planning, pension plans, Roth conversions, backdoor Roth, Social Security Optimization, budgeting, insurance, estate planning, business planning, employee benefits, stock options, college funding, student loans, and much more
- A $150 monthly subscription includes quarterly meetings and email and phone support
- Monthly subscription payments at $150 per month
- Learn More
- Platinum Plan
- A Financial Plan and ongoing Financial Planning throughout the year
- Plus
- Accountability partner, small business and self-employed coaching, help with implementation and monitoring, tax planning, full income tax review before filing, step-by-step guidance on recommendations
- A $200 month subscription includes meetings every other month, along with email and phone support
- Monthly meetings are available with the Diamond Plan for $300 per month
- Learn More
- Hourly Planning
- Book an hour and Ask Me Anything about your finances
- Advice and Fee-Only, no sales commissions or products to sell, just straight advice!
- Possible topics: investment portfolio review, retirement review, tax review, Social Security optimization, retirement accounts (401k, 403b, IRA, TSP, etc.), employee equity (ISOs, RSUs, ESPP), backdoor Roth, mega backdoor Roth, college savings, pension review, employee benefits, student loans, and more
- Payment is made in advance and costs $150 / one hour
- Book Now
Comparison of Plans
Kick Start Plan | Premium Plan | Platinum Plan | |
|---|---|---|---|
Covers Financial Planning | 1-2 areas | All areas | All areas |
Financial Plan | Yes | Yes | Yes |
Investment Advice | Yes | Yes | Yes |
Tax Planning & Review | No | No | Yes |
Ideal for | Problem Solver | DIYer | Complexity |
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 | No | No | No |
Payments Made in Advance | Before the Meeting | Each Month | Each Month |
