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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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