Chris Alman Email and Phone Number
Chris Alman personal email
- Valid
Hi, I'm Chris Alman. I'm a Fractional CFO and small business finance nerd. I've got a lot of titles, but my favorite by far is "Dad."Over the years I've concluded that I don't think in numbers. I'm sure you think that's crazy for a Fractional CFO to admit, but it's actually a good thing. Here's why...1️⃣ Most financial professionals think in numbers. They're always quoting percentages and they love showing you spreadsheets. That's great for some, but the truth is that 70%+ of people are visual interpreters.2️⃣ I still enjoy digging into spreadsheets and interpreting the numbers, but for me the numbers paint a picture. The best way I've found to describe it is that I paint-by-numbers. I can turn spreadsheets and data into meaningful insights that don’t require a finance degree to understand.3️⃣ I can relate to creatives. I’m a creative guy myself. I love drawing, creating videos, editing images, and visualizing what could be. I’m not great at it, but it’s fun and the creativity uses a different part of my brain. BUT WHY DOES IT MATTER TO YOU?Well, if you’re a creative person running an agency and you either don’t think in numbers or you’d rather spend your time doing stuff that you enjoy instead of managing data, then we could be a great team. I get you. You know your craft incredibly well. I know mine. I know how to make your data clear and easy to understand. I’m not going to make you feel dumb or ashamed for not knowing something. I don’t expect you to know everything I know, just like you wouldn’t expect me to know how to do everything you do. I can help you see how your money moves throughout your entire business–from client acquisition costs to project overhead to hiring & firing to profit margins and more. ✅ You’ll get the forward-looking strategy and financial guidance you need✅ You’ll have the ability to make quick, informed decisions✅ You’ll have a trusted resource with 15 years of experience that’s ready to help you reach your goalsAll for about the cost of an entry-level employee minus the taxes & benefits. I'd love to be part of your journey. Let’s chat! https://www.equipcfo.com/intro-call
Equip Cfo
View-
Founder And Fractional CfoEquip Cfo Nov 2023 - PresentAs a finance professional with over a decade of experience, I've witnessed a common thread among business owners: the ability to review past financial performance but a struggle to project future financial health. This foresight is critical for sustained growth and informed decision-making, and it's the gap we aim to bridge with our fractional CFO services.In launching Equip CFO, my mission was clear: empower business owners with the financial foresight they need to thrive. I wanted to provide the tools and expertise that enable owners to not just understand where they've been, but to map a clear path for where they're going. You aren't able to plan for your exit if you don't know where you are and where you're going.At Equip CFO, we turn hindsight into foresight and "gut" intuition into institution. Our suite of services includes strategic financial planning, cash flow forecasting, and performance analysis — all tailored to help businesses anticipate the future, make smarter decisions today, and navigate their path to success with confidence.
-
Founder & Lead AdvisorEquip Financial Partners Nov 2022 - PresentI founded Equip Financial Partners on the belief that there are far too many business owners and entrepreneurs that fail to have a successful exit from their business. With only 1 in 5 small businesses selling successfully and nearly 65% of owners counting on the sale of their business to fund retirement, there is a true problem.As an exit planning and retirement planning advisor, I help clients alleviate the uncertainties around exiting their business and retiring comfortably. Specifically, I enable them to focus on building transferable business value while I help manage their personal and financial responsibilities including:• Aligning Business, Personal, and Financial Goals Into One Cohesive Plan• Identifying Exit Options and Determining Best Fit• Determining Retirement Funding Needs• Wealth Gap Analysis (Retirement Funding Needed - Biz Value = Wealth Gap)• Tax Minimization Strategies (while in business, upon sale, and after sold)• Assembling the Exit Planning Team (attorneys, insurance agents, CPAs, etc)• Risk Management (insurance)• Investment Management• Retirement Plan Selection• Major Purchases & Lifestyle Goal Funding• Estate Planning• And so much more!All of this is provided without any selling investments, insurance, or other products. In other words, I'm Fee-Only.™ If an advisor is selling you something other than advice, how can you trust the advice? If you'd like to know more, schedule a quick 15-minute coffee chat. https://equipfp.com/coffee-chat -
Fee-Only Financial PlannerFairhope Alabama Financial Planning Firm Feb 2014 - Oct 2022As a financial planner, I was responsible for providing holistic wealth management services to individuals, families, business owners, 401(k) plan sponsors, and foundations with assets ranging from $500,000 to $5MM+.
-
Fee-Only Financial PlannerWaco Texas Financial Planning Firm Nov 2011 - Feb 2014As a financial planner, I was responsible for providing holistic wealth management services to individual clients, 401(k) plan sponsors, and foundations with assets ranging from $500,000 to $3MM+. The firm's advisors worked as a team, each having his own specialization, to provide an exceptional client experience.As part of the team, I worked to develop the investment strategy and determine portfolio holdings. In addition, I worked closely with clients to determine their financial goals and aspirations. I was responsible for creating comprehensive financial overviews and presenting actionable steps to clients to achieve their goals. Many of the following services were provided throughout the process: • Social Security analysis and maximization techniques • Detailed cash flow planning • Retirement plan selection and proposed savings strategies • Retirement income strategies • Education planning • In-depth annuity reviews and evaluation of fees • Income tax planning and bracket maximization • Estate plan reviews • Charitable giving strategiesI was also responsible for a number of non-client related business functions. I provided technological support to other staff members and also developed many of the firm's marketing and internal documents. Some of the responsibilities included: • Technology training • Social media marketing and brand awareness • Creation of client visual aids and guides • Website layout and design • Advertisement material creation • Composition of process and procedures manual • Composition of ADV Part II
-
Investor And ConsultantCsa Real Estate Services Oct 2009 - Dec 2011As a consultant, I met with clients to identify investment goals and objectives. Once we uncovered their desired outcome for the engagement, I began mapping out the process.The process typically consisted of the following: • Research desired locations using subscribed services, tax records, and GIS maps. • Identify properties that have potential and meet the client's desired outcome. • Make inquiries on the properties and narrow down the selection until the right one is chosen • Meet with contractor at the property to evaluate the required work • Advise the client on an appropriate offer for the property that accounts for renovation costs • After purchase, secure the property and prepare for renovations • Assist client in choosing materials and finishes for the property • Hire any necessary electricians, plumbers, A/C technicians, carpenters, or other specialists • Oversee renovation and maintain records, expenses, etc. • Upon finish, have house inspected and address any concerns • Hold an open house and/or list the property with a local real estate agent
Chris Alman Skills
Chris Alman Education Details
-
The University Of AlabamaReal Estate -
College For Financial PlanningFinancial Planning And Services
Frequently Asked Questions about Chris Alman
What company does Chris Alman work for?
Chris Alman works for Equip Cfo
What is Chris Alman's role at the current company?
Chris Alman's current role is Providing financial clarity to growing agencies and service businesses so they can balance current cash flow with future growth | Fractional CFO | Girl Dad x2.
What is Chris Alman's email address?
Chris Alman's email address is cb****@****ail.com
What schools did Chris Alman attend?
Chris Alman attended The University Of Alabama, College For Financial Planning.
What are some of Chris Alman's interests?
Chris Alman has interest in Business Strategy, New Technology, Children, Fly Fishing, Creative Thinking, College Football.
What skills is Chris Alman known for?
Chris Alman has skills like Retirement Planning, Estate Planning, Strategic Financial Planning, Finance, Financial Planners, Financial Advisory, Personal Finance, Retirement, Budgeting, Cash Flow, Real Estate, Financial Modeling.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial