Chris Reddick Financial Planning (CRFP) is a San Antonio-based fee-only financial planning firm. We take an education values-based approach that encourages learning about your financial situation, inspiring you to take action, and working with you to achieve your financial goals. We move clients from feeling restricted and overwhelmed about their finances to feeling focused and empowered.
We specialize in retirement, investment, and financial planning especially for professionals in corporate, education, and public service careers. We are unique in offering a subscription-based model where clients can pay monthly for financial planning. We serve clients locally in the San Antonio area and virtually nationwide.
We specialize in retirement, investment, and financial planning especially for professionals in corporate, education, and public service careers. We are unique in offering a subscription-based model where clients can pay monthly for financial planning. We serve clients locally in the San Antonio area and virtually nationwide.
Services
Our belief at Chris Reddick Financial Planning (CRFP) is to Educate you about your personal finances, Inspire meaningful change in your life, and help you Achieve short and long-term financial goals. We move clients from feeling restricted and overwhelmed about their finances to feeling focused and empowered.
Financial planning is a collaborative process that helps maximize a client's potential for meeting life goals through financial advice that combines relevant parts of the client's personal and financial circumstances. Here are some illustrative case studies.* One plan that would work for Diane is the Basic or Kick Start Plan.
Hello, my name is Chris Reddick. I am a NAPFA-registered fee-only Financial Planner and Owner of Chris Reddick Financial Planning, LLC. My firm specializes in investments, retirement, and financial planning for professionals in corporate, education, and public service careers. I am a CERTIFIED FINANCIAL PLANNERTM professional, the highest standard for personal financial planning in the industry.
A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
Our Investment Planning service examines your risk profile and recommends a suitable investment portfolio to achieve short- and long-term goals. Your risk tolerance will be analyzed, and a portfolio will be recommended that meets your comfort with risk. The focus will be on recommending a low-cost globally diversified Exchange Traded Funds (ETFs) portfolio.
Reviews (2)
Debra Secrest
May 05, 2021
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Chris provided solid guidance to me when I sought his services for retirement planning and how best to invest and manage gains from the recent sale of two homes. Chris is readily available for questions and really listens. He tailored advice to my specific circumstances and provided reasoning to his advice. Chris is personable, really cares, responsive, and knowledgeable. Highly recommend and would absolutely hire his services again!
Ernesto Juarez
Apr 01, 2021
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