At Chris Reddick Financial Planning, we believe that a thoughtful and personalized approach is key to achieving your financial goals. Here’s how we work with you:

Getting to Know You

We start by understanding your unique financial situation, aspirations, and concerns. This foundation allows us to craft a dynamic financial plan tailored to your immediate needs and future ambitions.

Ongoing Support

Our commitment to you is long-term. For clients on our monthly subscription plans, we offer a comprehensive Client Service Calendar to keep your financial plan on track:

 

Our Client Service Calendar

January - June

July - December

Financial Plan Review

Goal Progress Update

Balance Sheet Update

Budget & Cash Flow Analysis

Credit Score Check

IRA & HSA Contribution Review

Retirement Review

Estate Plan Review

Insurance Review

Open Enrollment (Employer & Medicare)

Investment Review

Rebalance Investments

Tax Return Review

EOY Tax Projections

401(k) & Pension Review

Social Security Statement Review

College Planning & Student Loans

Debt Management & Mortgage Review

Quarterly Market Commentary

Quarterly Market Commentary

Weekly Newsletter

Weekly Newsletter