Chad Rixse, CRPS®
DIRECTOR OF FINANCIAL PLANNING | WEALTH ADVISOR
E: chad@forefrontwp.com
O: (512) 617-1984
C: (512) 553-0885
F: (512) 298-1770
Are You Confused
About Your Financial Life?
We Can Help.
Navigating important financial decisions in your life can be a tricky task. There are often too many options to choose from, too much conflicting information, and too many confusing rules. We help you cut through the noise and make carving your own path to financial independence simple, fun, and anxiety-free.
What Can You Expect
Working With Us?
A successful working relationship with a wealth advisor is built entirely on trust and total freedom to be completely honest, open, and humble with each other. We create a completely judgment-free zone, and while we take the work we do incredibly seriously, we also want our time together to be fun and enjoyable. It’s very exciting and rewarding when great progress is made and goals are accomplished!
The Forefront Way
How we help you be successful through our carefully designed financial planning process.
Understand your goals, priorities, and questions
Get to know each other
Deliverables: Asset Map & Summary of Meeting
GOAL: Are we a good fit?
45-minute Get Organized Meeting
90-minute Financial Independence Meeting
Deliverables: Financial Independence Plan
GOAL: Understand your money and options
2-week, 4-week, and 8-week follow ups
Access to Forfront Team anytime you need
Deliverables: Proactive Updates
GOAL: Implement and achieve your goals
2x Financial Update Meetings per year
2-week, 4-week, and 8-week follow ups
Deliverables: Updated Financial Independence Plan
GOAL: Keep you on track and be proactive
The 3DX™ Investment Approach
We apply these three simple, powerful Disciplines to bring the X-factor, better outcomes for clients, to every relationship.
See Chad’s Financial Insights In
Empowering you from the Start and at Every
Curve, Pivot, and Challenge on your Journey
Foundational
Building
Legacy
Ready to Get Started?
Finding your path to financial freedom is only one click away. Schedule a free coffee meeting with me to see how Forefront can help. We’ll meet wherever is convenient for you, whether that’s our Anchorage office in midtown, over Zoom, or at another place of your choosing. I look forward to connecting with you!
