STEADY CLIMB FINANCIAL PLANNING

Financial Planning for Physicians and Young Professionals

Helping you achieve your financial goals so you can focus on the most important things in your life.

PROUD MEMBER OF:

Services

Illustration of pile of coins and piggy bank with coin going in it

STUDENT LOAN PLANNING

STUDENT LOAN PLANNING

Guidance navigating your unique student loan scenario. Help with PSLF, income-driven repayment plans, consolidation, or private loans. We will build a loan payment strategy that fits your goals.

Illustration of pie chart split into 3 sections

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Investment management with low-cost, diversified portfolios through TD Ameritrade and investment guidance for directly managed accounts like 401ks, 403bs, 457bs, and more.

Illustration of calculator and pencil

TAX PLANNING

TAX PLANNING

Optimized tax planning strategies to help you keep more of what you’ve earned. Guidance on defined benefit plans, backdoor Roth IRAs and more advanced tax strategies.

Illustration of letter and envelope

INSURANCE GUIDANCE

INSURANCE GUIDANCE

You’ve worked hard to get where you are, let’s make sure your assets and income are protected. Advice on Disability, Term Life, Umbrella coverage and more.

Illustration of piles of coins and paper airplane flying over top

RETIREMENT PLANNING

RETIREMENT PLANNING

Helping you achieve your retirement and financial independence goals while balancing achieving your goals for today. Utilizing tax-efficient investment strategies to help you keep more of what’s yours.

Illustration of bag of money with dollar sign

ESTATE PLANNING

ESTATE PLANNING

Financial planning involves preparing for your financial future and for those you care about the most. We include Estate Planning for every client because it’s just that important.

About STEADY CLIMB FINANCIAL PLANNING

Meet Your Financial Planner

As a fee-only CERTIFIED FINANCIAL PLANNER™ based in Upper Arlington, Ohio, we provide Comprehensive Financial Planning to physicians and young professionals, helping you achieve your financial goals so that you can focus on the things that are most important to you.

Family photo of Financial Planner Chris with wife and two kids in nature setting with trees and sun setting

Recent Articles