Kris Alban - Financial Planner

The Financial Answers You Need, In 15 Minutes Flat.

Thank you for visiting! I'm Kris Alban, and I specialize in helping people in Cary & Apex build retirement wealth faster. What's your biggest financial challenge? Let's solve it on a 15-minute call.

Book your call.

What You Can Expect from Working With Me.

My focus is on your biggest financial goals and challenges.

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Clarity in 15 Minutes:

End our first call knowing exactly what your best next step is.

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Personalized Strategy:

I build a financial plan and wealth management strategy tailored to your unique situation.

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Ongoing Partnership:

I commit to helping you succeed long after the initial engagement.

Book a call.

My Simple, Zero-Pressure Process.

Simplifying your financial journey.

Watch the Video (Check!)

You've already done the first step and gotten a quick introduction.

The 15-Minute Chat

We have a focused discussion about your specific needs and goals.

Custom Blueprint

If we're a great fit, I create a clear, actionable strategy just for you.

Achieve Your Goals

We work together to execute the plan and deliver the results you're looking for.

YOUR SUCCESS IS MY ONLY GOAL.

I believe strongly in serving the people in our community. We built our practice on honesty, transparency, and a dedication to helping you achieve financial freedom. Let's start the conversation.


Ready to See If I Can Help? Let's Connect Today.

Kris Alban, a financial advisor and fee-only financial planner serving Apex and Cary in North Carolina

Common Questions I Hear…

  • Why only 15 minutes?

    Because your time is valuable. This call is a quick, focused way to determine your needs and see if I'm the right fit for you.

  • Is there any cost or obligation?

    The 15-minute call is 100% free and comes with zero obligation. It's just a chance to get some quick clarity and see if we are a fit for each other.

  • What services do you provide?

    We create personalized financial strategies that align with your career goals. From optimizing retirement plans to managing investments, we focus on providing clarity and control over your financial decisions.

  • Is this call just a sales pitch?

    Absolutely not. This is a genuine 15-minute conversation focused entirely on your situation. I only discuss my services if we both agree there's a valuable path forward after we've established your needs.

  • Who do you typically work with?

    I primarily work with working professionals and small business owners in Apex & Cary.

  • What information should I have ready for the 15-minute call?

    Nothing specific is required. Just bring your questions and a clear idea of what you'd like to accomplish. If you have a specific goal (e.g., "I need to save for a down payment"), that's a great starting point!

  • How do you ensure transparency?

    As fiduciaries, we operate on a fee-only basis, ensuring all advice is in your best interest. You'll always know what you're paying for and why.

  • Where do you hold these calls?

    The calls are typically via Google Meet or telephone, whichever you prefer. I find a quick video chat is the most efficient way to connect and review notes, but I'm happy to just call you at the scheduled time.