Since 2002, as an independent financial planner Christopher Rawson has developed custom strategies for clients to reach their individual financial goals. This process begins with getting to know each client personally. Your vision for your financial future is important, and this vision evolves over time. The advantage to working with a CERTIFIED FINANCIAL PLANNER™ professional is the fiduciary standard that comes with the designation.

Baby boomers engage his services as they are typically in their peak earning years, getting ready for retirement and making the transition to financial independence. Retirees also engage Christophers services to create retirement income, and upon request leave a legacy.

"Regardless of age, I'm told clients value my expertise because the financial planning process tends to give them more confidence about their financial futures. Trust is the lynch pin for a healthy client/advisor relationship and I work hard to demonstrate this virtue with each interaction."

Chris, his wife Dorothy and their twins are actively involved in The Woodlands Community. He also enjoys hunting, fishing, golf, skiing, baseball, cooking and theater. Chris earned his bachelors degree in economics from the University of Wisconsin, a concentration that has added tremendous value to his work as a personal financial planner. Chris holds a series 7, 66 and Group 1 license in the states of Texas, California, Georgia and Arizona.

Based in Georgia, Bryan is a big Atlanta Braves and Atlanta United fan, as well as enjoys watching Virginia Tech football. When he’s not working, you can find him spending time with his daughter, being active outdoors and playing tennis. Bryan earned a Bachelor’s in Electrical Engineering from Virginia Tech and previously worked in the telecommunications industry for over 25 years.

Marc was born and raised on the small island of Trinidad and Tobago, and moved to the U.S. at age 20 where he enlisted in the U.S. Air Force and served for 4 years. Currently living in Houston, Marc is an avid aviation enthusiast and earned his private pilot’s license when he was just 19 years old.

When not serving our client's needs, he loves to travel to a new location annually, and visit his family back in Trinidad & Tobago. Marc is a huge fan of all sports, and makes an annual pilgrimage to the U.K. to watch his beloved Manchester United play at Old Trafford in Manchester.

Experience:

Morgan joined Vision Based Planning in 2023. As a Client Service Associate, Morgan enjoys helping clients get more organized and the result of them feeling more confident towards reaching their financial goals.

Who are our clients?

Baby boomers engage our services as they are typically in their peak earning years, getting ready for retirement and making the transition to financial independence. Retirees also engage Christopher’s services to create retirement income, and upon request leave a legacy. “Regardless of age, we are told clients value my expertise because the financial planning process tends to give them more confidence about their financial futures.” “Trust is the lynch pin for a healthy client/advisor relationship and we work hard to demonstrate this virtue with each interaction.”

Personal Background:

On a personal note, Morgan is from the Spring, TX area, and graduated from Sam Houston State University with a bachelor’s degree in Agricultural Business in 2017. When not working, Morgan enjoys spending time with her husband and taking their dogs out on adventures. Additionally, Morgan is an avid equestrian, and enjoys regularly riding her two horses

Alice has over 30 years of experience in Broadcast Television here in Houston. She finished out her career as News Operations Manager for Fox Television. She earned an MBA in Digital Media Studies from the University of Houston.   An expert in most audio and visual material, Alice plays an important role at Vision Based Planning, LLC.  In her role as a Client Advocate, Alice improves the online and planning experience on your behalf.  After working with Alice, you'll find your data more organized online, so you can spend more time focusing on your other personal interests.