As a fee-only CERTIFIED FINANCIAL PLANNER based in Boise, Idaho, we provide Comprehensive Financial Planning and Investment Advice to families looking to grow and protect their wealth. There's nothing more important than providing a secure future for your family. Wether you are just starting out, saving for your kid's college tuition, planning for retirement, or anywhere in between.
We help families achieve their financial goals so that they can focus on the things that are most important to them. Life & work no longer follow the typical 9 to 5. We meet with clients when it's convenient for them. Whether that's at your home after the kids have been fed, at a coffee shop before work, in a meeting online, or almost anywhere in between.
We help families achieve their financial goals so that they can focus on the things that are most important to them. Life & work no longer follow the typical 9 to 5. We meet with clients when it's convenient for them. Whether that's at your home after the kids have been fed, at a coffee shop before work, in a meeting online, or almost anywhere in between.
Services
Hi, My name is Chris Kimmet and I'm a fee-only CERTIFIED FINANCIAL PLANNER who loves to help families navigate the intimidating world of saving, investing and planning for their financial future. I started Steady Climb Financial Planning because I understand the challenges families face when trying to make sound financial decisions.
Our work with clients begins by getting to know what's important to you and helping you achieve it. We are proud to offer a monthly subscription relationship tailored to the planning and investment needs of young professionals. As a fee-only financial planner our goal is to help you build the plan that's best for you, not sell you investments or insurance to earn a commission.
Alicia and Kyle are about to enter their 60s and are looking forward to retirement, but aren't quite sure when that will be. They have a mix of pension, savings in a 401k, and social security but aren't sure how everything fits together. We can help them answer a few questions so they can plan for their golden years with confidence.
If you are tired of the stress of managing your own investment portfolio, want to take the guesswork out of investing and would like the assistance of a professional, we can help. Our experience in portfolio construction, tax impact management, and retirement account regulations allows us to provide you ongoing investment oversight.
Hiring a financial planner is a big decision, and you want to make sure that you do it right the first time. Here are some of the questions you should be asking to make sure that you are choosing an advisor who will put your interests first, and specializes in working with clients like you.
A fiduciary advisor is someone who is expected to make decisions and recommendations that are in the best interest of their client regardless of the impact on the advisor.We believe this is the best and most honest way for a financial planner or advisor to work with clients.
A fiduciary advisor is someone who is expected to make decisions and recommendations that are in the best interest of their client regardless of the impact on the advisor.We believe this is the best and most honest way for a financial planner or advisor to work with clients.
Reviews
Be the first to review Steady Climb Financial Planning.
Write a Review
