Chris Stevick, CPA, is a financial advisor in Madison, Wisconsin, who helps clients via insight, education and tools to create new financial lives for themselves which match their dreams and goals.
Practical Solutions
Chris helps clients leverage good habits and devise remedies for money management, spending and investing. She partners with clients to set achievable goals and eliminate obstacles, making that first step possible.
Chris offers:
- Solid information of financial principles and practices
- Rescue and repair
- Tools to assist money management
- Financial skill-building
- Help with goal-setting that’s specific to individuals
- Tips for planning and saving
- Insight into issues behind spending decisions and money choices
- Ideas for getting “unstuck”
- Solutions to try immediately
A Compassionate Approach
You are not a spreadsheet. Your relationship with money is not cold and formulaic, but a reflection of your history, values, fears and strengths. A plan that focuses solely on dollars and cents without acknowledging the feelings money stirs up in you -- and where those feelings come from -- is only half a plan.
Chris Stevick brings an appreciation for your life's journey to the practice of financial counseling. Money mangement nuts-and-bolts, yes. But no shame. No blame. No eye-rolling or dramatic sighs. Just compassion and respect for your inherent worth as a human being.
The Person First
Chris knows that building financial plans based solely on dollars without acknowledging clients’ feelings about money is only half a plan. She works to understand each client’s history to devise strategies to leverage good habits and develop new approaches that work for each individual as a person.
Toward a New Path
Once Chris understands a client holistically, her work is an ongoing conversation along two interwoven paths: where a client’s life is going and where their money is going. From those conversations, clients learn to make money choices in harmony with their values which fit into the overall picture of how they want to invest their life’s energy.
Turn the Page
Chris provides encouragement and realistic suggestions to help clients turn the page to a new, hopeful future, one free of the burden of debt and fear. Her clients discover lifelong solutions that ultimately create fuller lives.
