Chris Kimmet, CFP®

Financial Planning for Physicians and Young Professionals

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

Serving Clients Nationwide

Financial Planning for Physicians and Young Professionals

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Student Loan Repayment Plan 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 young 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 that 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

43221

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • 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 young professionals, helping you achieve your financial goals so that you can focus on the things that are most important to you.

Education

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

Badges

Hobbies and Interests

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

Who We Serve

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

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