Chris Brown, PhD, CFP

®

Founder, Financial Planner

Chris Brown,
PhD,CFP

®

Founder, Financial Planner

I am Chris Brown, an advice-only, fee-only financial planner with a strong desire to help families optimize their financial resources in retirement. I am a CERTIFIED FINANCIAL PLANNER TM professional, specializing in retirement planning. My goal is to provide unbiased advice and education to clients who wouldn’t normally be a good fit to work with a financial planner, due to the requirement to give up control of their investments. As an advice-only, fee-only financial planner, I don’t require clients to have a minimum level of income or assets and I provide advice on client investment portfolios without taking control of their investments. I will assist clients as they implement the recommendations in the financial plan up to 3 months from the signing of the original financial planning agreement.

I entered the field of financial planning later in life, after a long career as a Finance professor. I have taught numerous students who now work as financial advisors for companies all over the country.

A few years ago, I developed an interest in learning as much as possible about the issues faced by retirees as they face the challenge of converting a lifetime of savings into a lifetime of income. I listened to hundreds of financial planning podcasts and, as I did, it became obvious that too many people rely on “rules of thumb” or blindly listen to advice from people who aren’t fully aware of their unique circumstances.  It was also apparent that the need for professional advice becomes much more vital as families approach retirement, due to the number of decisions that must be made all in conjunction with each other. Many people don’t use financial planners because they don’t want to give up control of their investments. Most financial planning firms require clients to give up control of their investments, since they charge fees based on the dollar value of assets under their management. The mission of Birdie Retirement Planning is to provide unbiased, comprehensive and tailored financial advice to clients as they face the many difficult decisions that must be made in or near retirement.

I am Chris Brown, an advice-only, fee-only financial planner with a strong desire to help families optimize their financial resources in retirement. I am a CERTIFIED FINANCIAL PLANNER TM professional, specializing in retirement planning. My goal is to provide unbiased advice and education to clients who wouldn’t normally be a good fit to work with a financial planner, due to the requirement to give up control of their investments. As an advice-only, fee-only financial planner, I don’t require clients to have a minimum level of income or assets and I provide advice on client investment portfolios without taking control of their investments. I will assist clients as they implement the recommendations in the financial plan up to 3 months from the signing of the original financial planning agreement.

I entered the field of financial planning later in life, after a long career as a Finance professor. I have taught numerous students who now work as financial advisors for companies all over the country.

A few years ago, I developed an interest in learning as much as possible about the issues faced by retirees as they face the challenge of converting a lifetime of savings into a lifetime of income. I listened to hundreds of financial planning podcasts and, as I did, it became obvious that too many people rely on “rules of thumb” or blindly listen to advice from people who aren’t fully aware of their unique circumstances.  It was also apparent that the need for professional advice becomes much more vital as families approach retirement, due to the number of decisions that must be made all in conjunction with each other. Many people don’t use financial planners because they don’t want to give up control of their investments. Most financial planning firms require clients to give up control of their investments, since they charge fees based on the dollar value of assets under their management. The mission of Birdie Retirement Planning is to provide unbiased, comprehensive and tailored financial advice to clients as they face the many difficult decisions that must be made in or near retirement.

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