Chris Hansen, CFP®
I am a Fee-Only CERTIFIED FINANCIAL PLANNER™ CFP® who is passionate about two seemingly unrelated niches; newly graduated medical doctors and Procter & Gamble employees and retirees.
How would one planner have two diverse areas of expertise? The answer is simple. I spent ten years at Procter & Gamble, and my son graduated from the University of Cincinnati Medical School in 2016.
I left Procter & Gamble and started my Fee-Only Financial Advisory firm because I recognized that P&G employees and retirees had specific needs that could be best served through a fiduciary relationship with a capable advisor. In that vein, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation to meet my client’s complex needs better. I have been serving Procter & Gamble employees, retirees, and their families for almost 25 years. I have recently created the website PersonalChoiceFinancial.com. There I will post many of the Proctor & Gamble relevant financial planning techniques that I have employed over the years.
In 2016, my son graduated from the University of Cincinnati Medical School and headed to Ann Arbor, Michigan to become a Neurologist. I have been working with my him and some of his fellow graduates on their unique medical, financial related issues. Most of them have substantial student loan debt and are eager to get their lives started but are unsure of how to proceed. Many are planning marriages, thinking about having children and wondering about buying their first house. As I help my son and his fellow doctors work through their issues, I will share them on my site FinancialRounds.com. I am also available for individual planning and consultation.
Why would you listen to me? I am an ex-Engineer who became a Certified Financial Planner™, and I love solving problems. I am a Fee-Only Planner, which means I don’t sell any products. I intend to share my advice and experience on my websites. Why am I giving this advice away for free? I am surprised at the lack of useful information that is freely available. Most of the information I have found is either incomplete or plain wrong. The rest of the information is a thinly veiled attempt to sell commissioned products or to monetize a website. For many of you, the information I share here will be sufficient for you to make your own financial decisions. I will not hold back any information. Please keep in mind; I am not an English major, I am an ex-Engineer. Also, it is difficult to anticipate everybody’s circumstances and to communicate to so many different people. After all, you didn’t get where you are by reading a textbook; you’re not going to become a financial expert by reading these websites. What am I selling? The only thing I sell is my advice. I proudly act as a fiduciary on my clients’ behalf. This means that I have a legal obligation to put my clients’ interests before my own. Many people are going to want more help or more tailored information. I encourage you to seek out a Fee-Only, Certified Financial Planner™. If you would like to engage me as your financial planner, please visit my services page. Again, the goal of this site is to share with you the information you need to make informed financial decisions. I hope these sites can help many more people than I have the time to meet with personally.
If you have a specific question or want a particular subject covered, please feel free to drop me a line anytime at [email protected].