Chris Brown (CFP®)

Chris Brown focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Millennials

Planning Specialties

Traditionally, investment management and financial planning have been reserved for those who have already saved a significant amount of wealth. We break that mold using services designed to help those who may not have many investable assets yet. But they still want and need help to balance their love of work with a desire to fully enjoy their life now, not just thirty years from now.

Through our Financial Fitness program, we provide investment management and financial planning for today’s busy, driven, and passionate professionals. They are often consumed by their work, as a passion and their purpose in life. They can hardly distinguish between work and play. This leads to a busy lifestyle, with little time to appropriately manage the full spectrum of their personal finances. That’s where the ongoing Financial Fitness program comes in.

Financial Fitness combines financial planning with ongoing accountability, much like a physical trainer combines basic fitness principles with a higher level of accountability. But, neither financial or physical fitness is a one-time deliverable. It is an ongoing process of developing and modifying your life goals and determining whether and how you can meet those goals.

Financial fitness works to make sure your plan is designed to evolve alongside your ever-changing life. This is ideal for busy, driven professionals who want to maximize their ideal lifestyle over their entire lives, not just in retirement, and want help doing so.

Additional Information

“The master in the art of living makes little distinction between his work and his play, his labor and his leisure, his mind and his body, his education and his recreation, his love and his religion. He hardly knows which is which. He simply pursues his vision of excellence at whatever he does, leaving others to decide whether he is working or playing. To him he is always doing both.” – Lawrence Pearsall Jacks