Chris Reddick Financial Planning offers personalized financial planning services, including ongoing guidance and specific project-based plans. Chris Reddick Financial Planning helps clients navigate areas such as retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, and tax planning strategies. The firm focuses on passive investment strategies and financial guidance but does not manage investment portfolios or execute trades directly on behalf of clients. Chris Reddick Financial Planning operates as a fee-only firm and does not accept commissions or sell financial products.
Fee Structure
Chris Reddick Financial Planning offers ongoing financial planning through a fixed recurring fee paid monthly or quarterly in advance. Monthly fees range from $100 to $300, and quarterly fees range from $300 to $900, depending on the complexity of your situation. This service involves working one-on-one with a planner to develop, implement, and review your comprehensive financial plan.
- Fixed-fee financial planning engagements — begin at $3,000, with the exact price based on the complexity and scope of your project
- Hourly financial planning — $250 per hour for advice on specific financial topics