Chris Kimmet
CFP®, MBA
Steady Climb Financial Planning
Financial Advisor
Chris Kimmet
CFP®, MBA
Steady Climb Financial Planning
Financial Advisor
We help Physicians and Young Professionals reduce taxes, simplify their finances and increase their peace of mind. - Chris Kimmet, CFP®, MBA
Fee-Only financial planner serving Physicians and Young Professionals. Located in Upper Arlington, Ohio serving clients locally and across the country
Chris Kimmet is an Upper Arlington, OH fee-only financial planner. Steady Climb Financial Planning provides comprehensive and objective financial planning and investment management to physicians and young professionals. Helping clients organize, grow, and protect their assets and make work optional. As a fee-only, fiduciary, and independent financial advisor, Chris Kimmet is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, My name is Chris Kimmet and I’m a fee-only CERTIFIED FINANCIAL PLANNER™ providing Financial Planning for Physicians and Young Professionals
We help you achieve your financial goals and make work optional so you can focus on the most important things in your life.
We help clients reduce taxes, simplify their finances and build their peace of mind.
Chris Kimmet is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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 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.
We are located in wonderful Upper Arlington, Ohio serving clients across the country.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Student Loan Management
- Tax Planning
- Investment Management
- Retirement Planning
- Estate Planning
Ideal Clients
- Physicians
- Physicians in Residency
- Young Professionals
- Millennials / Gen X
- Growing Families
Working Together
- Virtual or In-Person Meetings
- Flat Fees
- No Stress Onboarding Process!
- Commission Free
Professional Designations & Affiliations
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Chris Kimmet is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Chris Kimmet is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Chris Kimmet is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Chris Kimmet
Office Locations:
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1681 Essex Rd
Upper Arlington, OH 43221
