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
Kick Start Plan – $800
A one-time financial plan focusing on one or two key areas.
- ✔ Retirement readiness assessment
- ✔ Investment portfolio review
- ✔ Tax planning strategies
- ✔ College savings planning
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
Diamond
$300/month
Monthly
60 minutes
Email & call support
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 – $150/hour
For clients who need help with specific financial concerns, I offer pay-as-you-go hourly financial planning.
