A Lifetime of Service

Since 1990, Christopher Rhim, CFP®,  CDFA® has been helping clients

  • Strategize and problem solve around difficult divorce negotiations

  • Build wealth through savings, retirement plans, and IRAs with investment management

  • Realize goals and securing dreams with comprehensive financial planning

Our Process
Get Started
What We Offer

Extensive experience & expertise

Disclosure of any conflict of interests

Advocacy and advice on all financial matters

N

DIVORCE PLANNING

Review settlement options
Model future scenarios
Anticipate planning needs

FINANCIAL PLANNING

Comprehensive planning
Forward looking projections
Retirement planning

h

ASSET MANAGEMENT

Review all current assets
Consider tax implications
Recommend changes

Americans: Trying to Save and Feeling Positive, but Uncertain About Their Finances

Four-in-five respondents
are at least somewhat concerned
about their ability to save

 2016 CFP Board.  All rights reserved.

NEARLY HALF AGREE

“I don’t always have enough money left over to save after bills”

(48% of respondents)

ONE THIRD AGREE

“They have had a significant decrease in household income”

(35% of respondents)

ONE THIRD AGREE

“They have too much debt to pay off and cannot save money”

(34% of respondents)

Our process

is what sets us apart

COMPREHENSIVE

INDIVIDUALLY TAILORED

GOAL ORIENTED

 

MEDICARE PLANNING: PREPARE OR PAY MORE

by | October 4, 2019 | Financial Advice, Medicare | 0 Comments

Many people believe they don’t need Medicare planning. Upon reaching eligibility at age 65, all you need to do is sign up, right? Here are a few considerations as you approach your Medicare planning decisions: Means-Testing Most people do not realize that some will...
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Women Overtake Men in Home Ownership

by | July 5, 2017 | Financial Advice, Women | 0 Comments

Since 1981, women have accounted for an increasing number of home buyers according to data collected by the National Association of Realtors.  Why has this not only been the case but growing stronger over time? Mary Pilon of Bloomberg writes that there is a greater...
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Your Next Mortgage Won’t Be From a Bank… Mine Wasn’t!

by | March 3, 2017 | Financial Advice | 0 Comments

The big 3 mortgage issuers (JP Morgan Chase, Bank of America and Wells Fargo) saw their share of new loans drop from 50% in 2011 to 21% in 2016.  Today, 6 of the top 10 lenders are non-banks.  Why the change? Following the housing collapse of 2008-09, many large banks...
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Will the Kids Be All Right?

by | February 20, 2017 | Financial Advice | 0 Comments

Remember that first job, working 9 to 5 and a real salary?  Quickly, your thoughts moved to what you were going to purchase:  a new car, a new wardrobe, maybe a vacation to a foreign land?  With the job came real responsibilities along with future plans that were...
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Buying The Dip

by | February 13, 2017 | Financial Advice | 0 Comments

This past week about 360 of 500 companies in the S&P 500 have reported 4th quarter corporate earnings about 5% higher than the year earlier period. This exceeded analysts estimates of 3.2% as predicted at the end of 2016. Stocks, entering the 8th year of a bull...
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Is the Dow Jones Industrial Average still a relevant Benchmark?

by | February 9, 2017 | Financial Advice | 0 Comments

A few weeks ago, The  Dow Jones Industrial Average, the oldest most widely known stock index in the US, broke 20,000 for the first time ever.  While this may seem impressive, the Dow’s relevance today is actually quite small given: 1) The DJIA includes 30 of the...
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