Fee-only planner, advisor, and money manager who helps people of all income levels make good decisions about money.
Trusted advisor with experience helping friends and clients think through big and small decisions - both financial and non-financial.
Never on a "sales" agenda. All of Chris's ...
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Fee-only planner, advisor, and money manager who helps people of all income levels make good decisions about money.
Trusted advisor with experience helping friends and clients think through big and small decisions - both financial and non-financial.
Never on a "sales" agenda. All of Chris's compensation comes directly from his clients -- fees that they pay him for the work he does on their behalf. None from sales of financial products.
Specialties: Personal and small business financial planning - investments, tax, estate planning, budgeting, debt, savings, insurance, etc.
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