ClimbWise Financial Planning
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Stop postponing. Start ascending. šļø
We founded ClimbWise Financial on four values: Communication, Growth, Courage, and Fun. Today, weāre sharing the stories of the people who live those values every dayāour clients.
Why do they trust us with their journey?
1ļøā£ We Plan: We assess your landscape to build a strategy you can be confident in.
2ļøā£ We Ascend: We stay by your side with proactive solutions as you move through lifeās terrain.
3ļøā£ We Enjoy: We celebrate your "summits"ālike dignified retirements, funding childrenās education, becoming financially free and more!
What does your financial peak look like? Letās get there together.
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12/10/2025
We are thrilled to announce that our Founder and Lead Advisor, Chris, has achieved the prestigious CERTIFIED FINANCIAL PLANNERĀ® designation!
This significant milestone reflects Chris's dedication to providing exceptional financial planning services. The CFPĀ® designation is a testament to one's commitment to rigorous standards in education, experience, and ethics. Delivering a holistic approach to investments, retirement, tax, insurance and estate planning, while keeping the best interest of clients at the forefront, are achieved at the highest level with this designation.
At ClimbWise Financial Planning, we pride ourselves on comprehensive financial expertise and a steadfast fiduciary commitment to putting clients first. This designation helps bring more power to that promise!
Chris is especially proud to be among the mere 1.9% of CFPĀ® professionals in the United States that are African American.
This achievement not only enhances our ability to provide strategic guidance but also underscores our mission to help our clients go from today to mortality accomplishing their goals without financial worry.
Plan. Ascend. Enjoy.
Best Days Ahead!
11/11/2025
Happy Veterans Day from ClimbWise!
On this Veterans Day we are reminded of the enormous sacrifices our veterans have made to keep our country safe! šŗšø
11/05/2025
On Saturday, ClimbWise hosted a learning event for kids ages 8-13 who got a chance to learn about saving, interest, and smart money habits. This was an impactful and insightful morning that our team to help educate and inspire the next generation. We demonstrated how important financial literacy is, while also enjoying pickle ball and great food!
This event was a hit and we wanted to thank all the families who came out and joined us as well as Court to Table for hosting us.
08/08/2025
Happy back to school week! Super thankful for our hardworking teachers who help keep our kids educated.
03/12/2025
š¾Nothing like a little friendly competition to strengthen our team spirit! Our team enjoyed some time together last Friday afternoon.
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Address
1 Smart Way
Baton Rouge, LA
70816
Opening Hours
| Monday | 8am - 6pm |
| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 6pm |
| Friday | 8am - 6pm |
