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Chris Whitcombe, CFP®, CRPC®
Thoughtful Strategies for
Complex Financial Decisions

Helping you make clear, cost-conscious financial decisions with practical planning and long-term guidance tailored to your goals.

Let's Build Your Plan

Built Around You
Guidance That Meets You
Where You Are

Financial planning should not feel intimidating, overly complicated, or reserved only for people with significant wealth. Whether you’re building your career, raising a family, preparing for retirement, already enjoying retirement, or simply trying to make smarter financial decisions, you deserve guidance that feels approachable, practical, and aligned with your real life.

From retirement planning and tax-smart strategies to education savings and long-term investing, the focus is on helping you make thoughtful decisions with the resources you already have while building confidence for the future.

Who I Serve
Thoughtful Planning for Every Stage of Life

Many of the people I work with are balancing competing priorities, busy lives, and important financial decisions all at once. While every situation is different, clients often come to me looking for straightforward guidance, thoughtful planning, and a relationship built around trust.

Growing Families &#38; <br/>Pre-Retirees

Growing Families &
Pre-Retirees

Families balancing retirement savings, investing, education planning, and the financial priorities that come with building a future together.

Engineers &#38;<br/>Business Owners

Engineers &
Business Owners

Engineers, business owners, and hardworking professionals looking for practical guidance, thoughtful strategies, and a more personal financial relationship.

Women Navigating Independence

Women Navigating Independence

Widowed, divorced, and newly retired women seeking clarity, confidence, and guidance during life’s next chapter.

Services
The Support You Need, When You Need It 

Every financial decision connects to something bigger. These services are designed to help you navigate those decisions with confidence and long-term perspective.

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Financial Planning

Bringing structure and clarity to the financial decisions that impact your everyday life and future goals.


Retirement Planning

Your version of retirement is yours. Let's figure out what that looks like and build a realistic strategy to help you get there.


Investment Management

Personalized investment strategies designed to align with your goals, comfort with risk, and financial priorities.


College Planning

Helping families prepare for future education expenses through 529 plans, custodial accounts, and long-term savings strategies.


Tax-Sensitive Strategies

Exploring tax-efficient investing, Roth strategies, and tax-loss harvesting opportunities to help maximize your resources.


Small Business Guidance

Supporting business owners with retirement planning, investment strategies, and financial decisions tied to both business and personal goals.

About Chris
Independent Advice. Backed by Experience.  

As an independent financial advisor, I help individuals and families make informed financial decisions through practical, personalized planning built around their goals and values. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Retirement Planning Counselor℠ (CRPC®), I combine a problem-solving mindset shaped by my engineering and small business background with the personal attention clients deserve. While you work directly with me, you also benefit from the support and resources of Good Life and LPL Financial, providing access to industry-leading technology, investment resources, and professional support.

The Process
Simple, Personal, and Designed for You

Financial planning should feel approachable, not overwhelming. My goal is to make the process clear, comfortable, and personalized from the very beginning so you always know what to expect.

Step 1
Start With a Conversation

We’ll sit down, get to know each other, and talk through your goals, priorities, concerns, and the life you’re building.

Step 2
Build a Plan That Fits

I’ll create a personalized financial strategy designed around your goals, values, and the things that matter most to you.

Step 3
Stay the Course Together

Life changes, and your financial plan should grow with it. I’ll be here to help you stay on track and feel confident about the road ahead.

Let's Build Your Plan

Resources
Recent Highlights

Articles and insights to help you think about money and life in new ways.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Me

Financial decisions can feel overwhelming, especially when life gets busy. My goal is to help simplify the process, answer your questions clearly, and build a plan that fits your life and priorities.

Start the Conversation

What makes your approach different?

Before becoming a financial advisor, I worked in engineering and later within a small family business. That background shaped the way I approach financial planning today. I focus on problem-solving, organization, and helping clients optimize the financial resources they already have while keeping strategies practical, understandable, and aligned with their long-term goals.

Can you help if I already have accounts somewhere else?

Absolutely. Many people come to me looking for a second opinion or a fresh perspective. As a financial advisor, I'm happy to review your current investment and financial planning strategy and help identify opportunities, gaps, or areas that may deserve more attention.

Do I need a large investment portfolio to work with you?

No. I believe quality financial planning and investment guidance should be accessible to more than just high-net-worth investors. I enjoy helping people at different stages of life, whether they're building wealth, planning for retirement, saving for their children's education, or simply trying to make smarter financial decisions.