Christopher Long (CFP®, MBA)
Christopher Long focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Long & Associates offers both Full Financial Plans and Financial Reviews.
Full Financial Plan is best for clients who:
- Have financial assets (including 401k plans) of >$250,000 and/or incomes >$200,000
- Want a thorough review of their financial situation including:
- Cash Flow
- Investments
- Estate Planning
- Insurance
- Retirement Scenarios
- College Planning
- Mortgages/Home Purchase Plans
- What-if scenarios and understanding the trade-offs between short-term and long-term goals
- Written Recommendations
- Assistance with implementing recommendations
- Ongoing assistance and support
- Pro-active plan reviews
- Asset Management
- Want to delegate some of the execution of their investment management to a trusted advisor
- Want a long-term relationship with a financial advisor
Financial Review is best for clients who:
- Have financial assets of <$100,000 or incomes of <$150,000
- Want a quick review of their investments, cash flow, estate planning, and insurance.
- Are willing to execute the recommendations themselves.
- Are willing to take notes during our meeting and do not need written recommendations.
Additional Information
About Chris Long, CFP® NAPFA Registered Financial AdvisorTM
Formal Education
- BA Yale University
- MBA Stanford University
Designations
- Certified Financial Planner ® (CFP®)
- NAPFA Registered Financial AdvisorTM
- Long & Associates is a Registered Investment Advisor
Affiliations
- National Association of Personal Financial Advisors (NAPFA)
- Served as National Board Member
- Served as Midwest Region Chair, President
- Chair of first NAPFA Investments Conference
- Chicago Study Group LeaderVistage International — Voted Member of the Year, 2008 by his Vistage Group
- The Crossroads Fund — Board Member, Finance Committee Member
- Sarah's Circle — Served as Board Member, Finance Committee Member
- Profit Sharing/401k Council of America Member
Press (partial list)
- Wall Street Journal
- Chicago Tribune
- Money Magazine
- BBC.com
- ABC7-TV
- CBS2-TV
- Black Enterprise Magazine
- Ladies Home Journal
- WGN-AM Radio — Chicago
NAPFA Start Date
August 29, 2002