About Us

Hi, I’m Chris.  I’m a fee-only financial planner and the founder of WELLth Financial Planning (WELLth).

Our mission is to empower individuals to live their best financial lives by providing expertly-crafted, conflict-free, and values-aligned financial guidance. We specialize in helping clients grow their net worth and design a life of freedom—whether that means early retirement, travelling the world, or simply having more time for what matters most.  Our cutting-edge strategies solve challenges related to retirement planning, investment portfolio enhancement, asset protection, estate planning, tax-reduction, debt optimization, budgeting, and more.  

Our Guiding Principles

WELLth acts as our client’s trusted partner to help you achieve a meaningful and fulfilling life.  We help you maximize your total dollars and teach positive financial habits so you can go on to use them to enhance your and your family’s happiness.

We have structured our business in alignment with our guiding principles and values, including:

Financial planning should be accessible

  • Unlike many financial advisors and planners, we have no asset or account minimums.  We are as happy to help someone just starting on their wealth-building journey as we are a multi-millionaire.

Financial planning should be affordable

  • Our financial planning fees are based on household size and are usually between $1,750-$2,500 per year.  For those with investments, we provide access to our award-winning strategies for a flat $900 per account, per year.  To find out what your cost would be to be a client of WELLth, click here.

Financial planning should be free of conflicts of interest

  • We are a “fee-only” advisor, meaning that we do not accept sales commissions, referral fees, or soft dollars/perks from companies with which we do business. We choose to be fee-only due to our conviction that financial advice should be conflict-free.  Estimates are that less than 2% of financial advisors are fee-only.

Financial planners should be qualified

    • We are dedicated to our industry and dedicated to learning, attaining designations such as Certified Financial PlannerTM (CFP) and Chartered Financial Analyst (CFA®). Moreover, our methods of analyzing financial markets have been recognized internationally, and our own research has won international awards for excellence.
Diagram of specific financial planning services included for our clients tax, investment, estate, debt, and education planning needs
We are here to assist with all of the above and much more!

Whether you are actively seeking a financial planner, or are just wondering if you could do better financially, we would like to get to know you.  Click here to schedule your free introductory call with us.