Christopher McGhee Climbwise Financial Planning

About Christopher McGhee Climbwise Financial Planning

At Climbwise Financial, our mission is to help our clients go from today to mortality…

Experience

1. Financial Advisor - Climbwise Financial Planning

   Northwestern Mutual

   Jan 2009 — Present

   ClimbWise is a financial planning practice dedicated to guiding individuals and businesses through their financial journey. Our mission is to prevent the postponement of critical financial planning tasks and bridge the gap between intentions and action. We serve medical professionals, athletic coaches, business professionals, and business owners with comprehensive, personalized financial planning services.Inspired by the analogy of climbing a mountain, we help ensure our clients avoid pitfalls both during the accumulation phase and in retirement. Our values—Communication, Growth, Courage, and Fun—are reflected in everything we do, from client interactions to team dynamics.Why ClimbWise?Exceptional Communication: Our clients are always in the know.Thorough Planning: We go above and beyond to provide detailed and actionable financial plans.Client-Centered Service: We prioritize our clients\' needs and solve problems proactively.Our ValuesCommunication: We believe in over-communicating to keep our clients informed and reassured.Growth: Personal and professional development is at the heart of our practice.Courage: We take bold steps to ensure our clients\' financial security.Fun: We maintain a positive, enjoyable work environment.

Education

• Louisiana State University

  Bachelors

  2005 — 2009