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Chris Kimmet, CFP®

Financial Planning for Physicians and Busy Professionals

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Steady Climb Financial Planning Chris Kimmet, CFP®
Upper Arlington, OH

Serving Clients Nationwide

Financial Planning for Physicians and Busy Professionals

208-996-0375

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Student Loan Advising
  • Taxes

About Me

Hi, My name is Chris Kimmet and I’m a fee-only CERTIFIED FINANCIAL PLANNER™ who loves to help physicians and busy 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 solid 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.

➕ On A Personal Note

I have been interested in savings and finance since a young age and can still remember (with a little bit of embarrassment) demonstrating how a personal budget works to my 4-H group.

My wife and I love to travel around the U.S. and the globe, having visited countries on five of the seven continents and most of the 50 states. We've also lived in a few different places around the U.S. due to my moves with the Army, school, and work. I started Steady Climb Financial Planning in 2018 while living
in Boise, Idaho. In 2021 we made the move back to Ohio to be closer to family and are now located in Upper Arlington, Ohio. O-H!

Our family are outdoors enthusiasts enjoying hiking, camping, and skiing. As well as the outdoors, we enjoy our weekly movie nights at home and walking around the neighborhood with our two mini-dachshunds, Max and Lila.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

1681 Essex Rd, Upper Arlington, OH 43221

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Ready to schedule your free 30-minute introductory call? Click the 'Book Intro Call' button above to get started. You do not need to prepare anything for this meeting. This is a one-on-one call where I'll share my background and ask questions to learn more about you, and we will decide together if it makes sense to have another meeting. Think of this meeting as an opportunity for us to get to know one another and whether we would be a good fit to work together. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

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

OUR SERVICES:

✔️ 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.

✔️ 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.

✔️ 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.

✔️ 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.

✔️ 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.

✔️ 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.

Education

The Ohio State University, Fisher College of Business, Master of Business Administration (MBA) | Wright State University, Bachelor of Science, Electrical Engineering

Hobbies and Interests

  • Camping
  • Family
  • Hiking
  • Movies
  • Skiing
  • Traveling

SEC Lookup

View Disclosure

Who We Serve

  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Living in Retirement
  • Parents
  • Physicians
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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