Do you offer virtual financial planning consultations?

Yes. We offer both in-person meetings at our Northlake office and secure virtual consultations for clients who prefer to meet online, so you can get advice from anywhere.

Do I have enough saved to be a client?

Our typical client has saved between $300k and $3M and plans to retire in the next 1–10 years. Many of our Northlake neighbors fall in that range. If you're close, let's talk — no judgment, just honest guidance.

How will my money be invested and guarded in a market crash?

We use a bucket strategy. Your growth bucket holds custom ETF/stock portfolios with dynamic guardrails, and your income bucket includes pensions, Social Security, and next-gen annuities if appropriate. These guardrails help throttle withdrawals when markets dip.

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Portrait of a smiling young man with curly hair and a beard, wearing a denim shirt, against a light background with a green border.

CERTIFIED FINANCIAL PLANNER™ with 15+ years of professional experience
Creator of the Swan Song System and G.R.A.C.E. Framework
Faith-driven fiduciary—integrity over hype

Family of six with three adults and three children sitting on a tan sofa against a plain white wall, all wearing casual denim clothing.

I’m Christopher Swan, CFP®, MBA—your personal Retirement CFO.
Dad to four energetic boys, husband to Dakota, and proud Northlake neighbor.

When I’m not changing diapers or decoding tax law before breakfast,
I help community heroes swap career stress for retirement peace.

My promise: clear steps, data-backed choices, and Gospel-rooted integrity.

Who Can I Serve Next?

Introduce me to a friend, family member, or colleague who wants
their finances aligned with faith and reality.
I’ll treat them like my own—because stewardship starts with service.

Ready when you are.

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—or simply screenshot the QR and share it with someone who needs retirement peace.

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