Chris Pollard

CFP®, MBA, EA

Great Path Planning

Founder

Chris Pollard

CFP®, MBA, EA

Great Path Planning

Founder

What do you want to do with your life? Let's line up your finances so you can do what you want to do, have you want to have, and be who you want to be. - Chris Pollard, CFP®, MBA, EA

(845) 397-7284

Fee-Only financial planner located in Monroe, NY, and Suffern, NY.

Chris Pollard is a Monroe, NY fee-only financial planner. He specializes in helping people who are no longer working to live off of their investments and minimizing their tax burdens. His second specialty is advising small business owners on tax and operations issues so they can maximize the value of their business to their own balance sheet and control their tax liabilities. With a financial life planning focus, he helps retirees and financially independent individuals focus on what has meaning and purpose in  their lives, and aligning their finances to minimize stress.  He coaches business owners so they run their businesses efficiently and their businesses don't take over their lives. 

I believe we are blessed to live in a country where, with the right counsel and someone walking along side us to help make crucial decisions, we can achieve great lives full of meaning and purpose.  By providing comprehensive financial guidance, my goal is to make sure that every client is on a Great Path to living a fulfilled life.

After graduating from West Point and serving in the US Army as an Infantry Officer, I decided my desire for high adventure and international travel had been fulfilled while leading a platoon on a combat tour in Iraq. While pondering what I should be when I grew up (after the Army), I knew I wanted to do two things: work with people and work with numbers. In 2008 I began training to become a personal financial advisor, and I met with my first client in 2009 just after the bottom of the biggest financial crisis since the Great Depression.

Since then, I earned an MBA with a Major in Personal Financial Planning, became a Certified Financial Planner ® practitioner and an Enrolled Agent with the Department of Treasury, and have met with over 1,000 individuals to discuss their finances. Through the course of my career I've developed an expertise in retirement income planning, and, as an entrepreneur myself, I have a very keen interest in helping fellow entrepreneurs and business owners be successful in their personal and business endevors. I am also the founder of Great Path Tax Services

When I’m not doing financial planning, I enjoy the outdoors with my wife, Elizabeth, playing keyboards and synthesizers, cooking, and playing Minecraft with my two sons, Nathan and Alex.

 

Chris Pollard is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

About Our Approach

Commission Free: Our only compensation comes from our clients and we work exclusively for them. We believe this approach, often referred to as "fee-only," creates fewer conflicts of interest and allows us to give advice in the best interest of our clients.

Compassionate: Our financial advice is customized to you- based on your unique Goals, Intentions, Values, Experiences, and Relationships. We call this your GIVERs Profile™. For our Expedition Financial Planning Service clients, we dedicate a meeting to listen to you and ask questions about your history, your aspirations, and what "makes you tick". This enables us to best know how to advise you.

Consistent: We promise to do what we say- walk alongside you and provide financial guidance and investment management as life changes. Consistent, thoughtful advice  based on your priorities.

Collaborative: Financial planning is an ongoing, collaborative process. We are not here to tell you what to do. We are here to listen, assess your situation and your desired outcomes, and provide what we believe to be the best courses of action. It is a process of us working together. We provide specific advice, and if you would like to take a different course of action, we can develop alternatives and inform you of the possible outcomes of each alternative.

Comprehensive: We look holistically at your financial situation, unless specifically engaged with a limited scope arrangement. We are looking out for the overall financial health of our clients, which leads us to discuss a broad array of topics. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Income Planning
  • Small Business Ownership
  • Tax Planning and Advice
  • Comprehensive Financial Planning
  • Investment Management
  • Financial Independence Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners
  • Clients with Highly Appreciated Stock

Working Together

  • In-Office Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Chris Pollard is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Chris Pollard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • XY Planning Network
    Chris Pollard is a Member of the XY Planning Network

    The 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.

Contact Chris Pollard

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Office Locations:

  • 400 Rella Boulevard
    Suite 165
    Suffern, NY 10901
  • 787 State Route 17M
    #1298
    Monroe, NY 10949

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