ClimbWise Financial Planning
Christopher Randall McGhee
Financial Advisor
Who We Serve
Our clients come from all over the country. We enjoy working with those who are excellent communicators, present and involved in their lives, eager learners, and decision-makers.
We tend to make the biggest impact on:
- Athletic Coaches
- Business Owners
- Medical Professionals
- Business/Sales Executives
- Retirement Red Zone
Whether you have questions about
- How can I ensure my financial plan aligns with my lifestyle goals?
- How do I manage irregular income and still save for retirement?
- What investment strategies can help me grow my savings despite income fluctuations?
- How can I prepare my business for succession?
- How should I adjust my investment strategy as I approach retirement?
- How can I balance paying off medical school debt while saving for retirement?