Chris Reddick Financial Planning, LLC offers ongoing and project-based financial planning services. Ongoing planning involves a fixed monthly or quarterly fee for extended one-on-one work with a planner to develop and implement a financial plan. Project-based planning covers topics like retirement, risk management, college savings, and debt management. Chris Reddick Financial Planning does not manage investments.
Fee Structure
Ongoing financial planning involves an upfront charge of $0-$500, plus a monthly fee of $100-$300 or a quarterly fee of $300-$900, paid in advance. The fee depends on the complexity and needs of the client. You can cancel with 30 days' notice, and any unearned fees will be refunded.
Project-based financial planning is offered on an hourly basis at $200 per hour, or as a fixed fee project ranging from $500 to $1,500 depending on the complexity and scope. Half of the fixed fee is due at the beginning, and the remainder upon completion. If you cancel early, you'll receive any completed deliverables, and no further fees will be charged.