Chris Kimmet, CFP®, MBA Steady Climb Financial Planning

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About Chris Kimmet, CFP®, MBA

Hi, My name is Chris Kimmet and I’m a fee-only CERTIFIED FINANCIAL PLANNER™ who loves to help physicians and young professionals navigate the unique challenges of saving, investing and planning for their financial future.

I started Steady Climb Financial Planning because I understand the challenges families face when trying to make sound financial decisions. I enjoy breaking down personal finance and investing into easily understandable concepts, and eliminating the intimidation that comes from dealing with 401Ks, 403Bs, taxes, disability insurance, and estate planning, along with everything else. By working together we can create a solid financial plan that aligns your goals with your values, and provides you with the peace of mind that you are making the best financial decisions, so you can focus on your family, career, and the things that are most important to you.

Today is the best time to get started building a plan to enable you to meet your goals. Whether that’s paying off your student loans, buying your dream house, or achieving financial independence, I am here to help.

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Recently Published

What should I do with extra savings?

July 9, 2020

Covid-19 has impacted society and how we go about our day to day lives in many ways, and we will discover more changes as long as it remains a threat without a successful treatment or vaccine. Quarantines, reopening, subsequent outbreak related shutdowns, and looming waves of infection all have the capacity to change our behavior in ways we can't predict. We have already seen the largest spike in unemployment in the history of the U.S. and some of the largest bailout/stimulus/aid packages passed in record time. One somewhat surprising financial effect has been the increased personal savings rate.

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What should I do with my 401k right now?

May 7, 2020

The swift drop in the stock market from all-time highs into a bear market has left investor’s heads spinning. Almost before anyone had time to fully process the fall, the market started to rebound. Down 30%+ from the peak, the stock market started to recover and as of the beginning of May was only around 15% below the all-time high in February.

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Should You Refinance Your Mortgage?

February 21, 2020

Mortgage rates have been trending down and the US National average for a 30-year mortgage hit 3.45% last week, a full percentage point lower than where it was the same time last year (4.41%). A lower rate means lower payments. If you bought a house today you’d pay $166 less per month on interest versus a year ago.

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Ideal Clients

  • Medical Professionals
  • Mid-Career Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $1500+/engagement

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