Fee-Only Financial Planning
Greater Rochester And The Finger Lakes
LaBounty Financial Planning was founded to help mid-career professionals and business owners build a financial future they feel good about. Your finances can feel overwhelming, between student loans, buying a first home, starting a family and continuing to build wealth. That's why we focus on making financial planning approachable, judgment-free, and actionable.
We are a fee-only, fiduciary meaning we are obligated to put your interests first. Our fee is flat and transparent. We are not compensated for selling any product nor do we earn commissions.
Let's build a plan that fits your life, not the other way around.
Not located in Western New York? No problem. We serve clients all over the state of New York and have the ability to work with you virtually.
Who We Serve
Mid-Career Professionals
Growing income, growing complexity. We help you optimize what you've built and plan for what's next.
Business Owners
Your business shouldn't be your only financial plan. We help you navigate the unique challenges business owners face.
High Earners, Not Rich Yet (HENRYs)
Strong income, but not yet translating into lasting wealth? We can help close that gap.
Facing Major Life Change
Divorce, loss of a spouse, career changes, inheritance, or a financial windfall. We help you find clarity and make confident decisions when it matters most.
PlanFirst Approach
During the PlanFirst Approach financial planning process, we work with you to clarify your goals, then design and implement a strategy to reach them.
The initial financial plan comes together over four structured meetings, followed by semi-annual reviews to keep you on track and make necessary adjustments.
What We Provide
Goals Identification & Selection
An assessment of your current spending, expenses, and debt to help you develop a plan to spend intentionally and manage debt effectively.
Cash Flow & Debt Planning
An assessment of your current spending, expenses, and debt to help you develop a plan to spend intentionally and manage debt effectively.
Insurance Planning
A review of your current insurance policies to identify gaps in coverage, including, but not limited to: life, disability, auto, homeowners, and umbrella.
Investment Management
A custom investment portfolio aligned with your risk tolerance, risk capacity, and long term goals.
College Planning
An assessment of your funding needs and development of funding strategies.
Tax Planning
A review of your tax returns to identify opportunities to save on taxes over your lifetime.
Estate Planning
A review of your current estate plan to confirm it is up to date and still reflects your wishes.
Retirement Planning
An assessment of your retirement spending needs and savings goals. And when the time comes, a plan to enjoy the fruits of your labor in retirement.
Ongoing Monitoring & Adjustment
Christopher J. LaBounty, CFP®, CIMA®
Founder & Financial Planner
After 19 years of experience in the financial services industry across various roles, I founded LaBounty Financial Planning. As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® practitioner, I am committed to providing thoughtful, personalized guidance rooted in your goals and values.
I have built my career on the belief that good financial planning is about more than numbers; it's about giving people the confidence and clarity to plan for what matters most to them.
Outside the office, I spend my free time with my wife, Kari, and our four children on Canandaigua Lake or at youth sports.
Family is at the heart of why I do this work and it shapes the way I approach every client relationship, with patience, integrity, and a long-term perspective.
Meet Your Advisor