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Why Refresh Wealth?

After speaking to couples who needed help with their finances, I constantly heard, “Speaking with you about our finances has been truly refreshing.”

You and your busy family face a unique set of financial challenges.

I understand that you want support and expertise to experience clarity, enjoy peace of mind, and feel empowered throughout every step of your financial journey.

Having advised many young families through various life & financial milestones, I can see around the corner and advise you for what’s ahead on your personal journey.

Stop feeling drained by your finances, and let’s get you feeling refreshed!

Curious if we’re a good fit to work together?

These are some commonalities with who we are best fit to serve.

Your situation:

You have > $350k of household income and you meet one (or more!) of these criteria:
  • You have young children and / or are hoping to start a family in the near future
  • You have equity compensation (ISOs, NSOs, Restricted Stock, ESPP, RSUs)
  • You want to avoid tax surprises & know what you can do to reduce your tax exposure
  • You are embarking on life transitions - changing jobs, upgrading a home, growing your family, launching a business, etc.

Your Values & Life Stage:

You value a partnership to help you navigate your life’s financial journey and desire flexibility to spend time doing what you love, with who you love. You want to feel confident that you are taking the right actions today to set yourself up for a strong financial future, while also living a generous life today.

If you see us being a good match, let’s get started!

At Refresh Wealth, my commitment to serving you is centered around our values. You can expect:

schedule call
Approachable
I believe a judgment-free, safe space to ask questions is paramount to establishing trust.
Transparency
I believe clarity is the cornerstone to a trusted relationship. I commit to clearly communicating expectations & recommendations throughout our relationship.
Collaboration

I aim to be your financial life partner and believe the best outcomes require a team approach. So I commit to proactively engaging other professionals when necessary to deliver the best outcomes for you.

Accessible
When you have timely financial decisions to make, I’m available to offer guidance.
Authenticity

I want to present my true self in every situation, and I desire the same for each of my clients. This work requires trust, and I earn it by being open, honest, and caring.

Prescient
I can see around the corner & advise you for what’s ahead. I have helped other individuals successfully navigate key events & milestones that equity-compensated professionals encounter. In addition, I have first-hand experience navigating equity decisions just like you!

Chris Arnold, CFP®

Founder & Lead Advisor

My wife Lainie and I live in St. Louis, MO. When I am not building financial plans or talking equity strategies with clients, you can find me behind a camera. I enjoy working alongside Lainie, who has her own wedding photography business, and being the hype man for couples on their wedding day. As Lainie & my closest friends say, “a stranger is just a friend Chris hasn’t met yet”, so I welcome the opportunity to chat with you & learn what is most important to you.

As an athlete growing up, I still enjoy playing all sports recreationally, especially tennis & sand volleyball. Lainie & I recently became first-time homeowners and we LOVE walking the neighborhood & saying hello to our neighbors (Midwestern hospitality is a real thing!). I am active in my local church as the lead for a men’s group & teaching Sunday School for 2nd & 3rd graders.

Fun Fact:

I once lived a full week solely on Cliff Bars & peanut butter during a backpacking trip through Zion National Park & Bryce Canyon.

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