At Chris Reddick Financial Planning, we believe financial planning is a collaborative journey tailored to your unique life goals. Here are some examples of how we’ve assisted clients:*
Diane’s Path to a Fulfilling Retirement
Diane has dedicated years to her career and is now contemplating retirement. She’s uncertain if her savings will support her desired lifestyle. Through our Basic or Kick Start Plan, we analyze her savings and craft a personalized strategy, empowering her to retire confidently.
Marie and Hector’s Family Financial Harmony
Marie and Hector, both thriving in their corporate careers, are raising two young daughters. They have questions about saving for college, retirement planning, upgrading to a larger home, insurance coverage, investment choices, and managing spending habits. Our Premium Subscription Plan offers ongoing, comprehensive financial planning, providing them with continuous support and acting as their accountability partner to achieve their financial aspirations.
Stephanie and Steve’s Confident Retirement Planning
In their early 50s, Steve, a corporate executive, and Stephanie, a high school teacher, are increasingly focused on retirement. Despite their savings efforts, they seek guidance to ensure they’re on the right track. Our Platinum Subscription Plan delivers detailed, step-by-step guidance, simplifying complex financial decisions and enhancing their confidence in their retirement strategy.
Our approach is distinct: we provide advice-only financial planning with no asset minimums, operating on a monthly subscription basis. We cover investment planning, retirement planning, tax planning, college funding, and much more. By employing an educational, values-based methodology, we delve deep into your finances, inspiring meaningful and lasting change to help you achieve both short-term and long-term goals. Each meeting includes a clear agenda and actionable tasks, ensuring mutual accountability and tangible progress.
As a fee-only, advice-only firm, our sole compensation comes from the fees you pay, ensuring unbiased advice with no sales pitches, commissions, or product sales.
Ready to embark on your financial journey? Schedule a complimentary 30-minute consultation to discuss your financial planning needs.
*These scenarios are illustrative and based on fictional clients, designed to showcase the services we offer at Chris Reddick Financial Planning.
