Chris Reddick Financial Planning, LLC
Chris Reddick Financial Planning (CRFP) is a San Antonio based fee-only registered investment advisory firm. We specialize in retirement planning, investment management and financial planning for professionals in corporate, education, and public service careers. We take an education values-based approach which encourages learning about your personal financial situation, inspiring you to take action, and working with you to achieve your financial goals. Education is the overriding tool that is used to better understand your financial situation and enable impactful change. We serve clients locally in the San Antonio area and virtually nationwide.
Chris Reddick Financial Planning (CRFP) is different since we offer financial advising requiring no minimum assets under management. We are able to do this by providing a monthly subscription-based model where clients have the option of paying their fees on a month-to-month basis. Our approach is different since we delve deep into your personal finances and use education as a way of inspiring meaningful and lasting change to achieve short-term and long-term goals. At each meeting, we have an agenda and after the meeting, we have tasks to be completed for the next meeting. This way we are each held accountable to achieve meaningful and lasting change together. Our approach is results-focused and we are accountability partners. Email or call and we can schedule a free initial 30-minute discussion of your financial planning needs!