Business

  • Business

    WHAT’S IN A NAME?

    El Capitan glows in the early morning light in Yosemite National Park, California.

    One question people have asked as I’ve gone through the process of starting up this business, is how did I decide on the name Steady Climb Financial Planning? After all, I could have just called it Chris Kimmet Investments and been done with it. I like my name just fine, but when I stopped to think about why I chose Steady Climb, it boiled down to three main reasons.

    It’s About the Journey

    I wanted a name that represented how I think most people and companies achieve success, whether that’s in their career, business ventures, investing or for any other endeavor – through a steady climb. Just as with mastering a subject in school or learning to play a musical instrument, you get better with methodical and steady practice. There will be ups and downs along the way, but perseverance is the key. Saving, paying down debt and investing works the same way. If you are looking for someone to give you the hottest stock tip in the hopes that you can double your money overnight then I’m probably not the right person to work with, and I’d argue that you are setting yourself up for failure. But if you want someone to help you build a solid foundation and grow your wealth to achieve your goals then you are in the right place. 

    Financial Planning is the Focus

    I knew I wanted to use the term “financial planning” in the name, rather than using “investment advisor” or “wealth management” because I think that represents the value that I provide to my clients. I wanted to create a business where I can get to know my clients, understand their values and help them achieve their goals. Where we work together collaboratively to craft a financial plan does just that. Saving, investing, and paying down debt are all the pieces of the plan, but developing the plan and then helping clients to execute on it is the true goal of the company.

    Right in the Thick of It

    I wanted a name that I hoped would appeal to my ideal clients, People who are right in the thick of things when it comes to careers, families, and financial decisions, Taking care of the important things in life while keeping and eye on the future that’s coming sooner rather than later.  I want to help them make sure they are on the right track to achieve their goals for the future so that they can live their bet life today.

    So those are the main reasons behind the name Steady Climb Financial Planning. If any of that resonates with you or if you have any questions for me, shoot me an email or schedule a meeting, I’d love to hear from you.

    And if you want to learn more about me, Steady Climb Financial Planning, or our services please visit our website, and sign up for our monthly newsletter.

    -Keep Climbing, Chris

  • Business

    INTRODUCING STEADY CLIMB FINANCIAL PLANNING

    I am very excited to announce the launch of Steady Climb Financial Planning. I decided to start Steady Climb Financial Planning because I understand the challenges people face when trying to make sound financial decisions these days. I enjoy breaking down personal finance and investing into easily understandable concepts, and helping to eliminate the intimidation that comes from managing your 401Ks, IRAs, and HSAs, along with everything else.

    I believe that everyone should have access to financial planning, and you shouldn’t have to be a millionaire before you can work with an advisor. Today is the best day to put together a plan to ensure that you meet your goals. Whether that’s buying your dream house, saving the right amount for your child’s education, or planning for retirement, I am here to help. 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 decisions for you and your family.

    If you have questions about:

    • Where should I be investing for retirement?
    • What is the best way to pay off my student loans?
    • Should I pay down my mortgage or save more for my children’s education?  
    • How do I roll over the 401k from my previous employer(s)?
    • How am I doing financially? Am I on track to achieve my goals?

    Then please reach out to me here to set up a complimentary meeting. I’d love to hear from you.

    So I hope you will follow along with me during this journey. I plan to post my thoughts on here weekly, about all sorts of topics relating to financial planning, and I hope you will find something useful. If you do please reach out and let me know.

    I’d also like to thank you and ask for your support as I launch by:

    • Following me on twitter and facebook.
    • Keeping me in mind if you have any friends or co-workers that you think could benefit from my services.
    • Signing up for my weekly newsletter at the bottom of the page.

    And please check out the rest of my website if you are interested in learning more about the services at Steady Climb Financial Planning you can learn more here, or get in contact with me here.

    -Chris