When will the book be available?
Target release is June 2026. Reserving now ensures you receive updates and early access opportunities.
COMING SOON: THE TREASURE PLAN
The Treasure Plan
Money matters—but life matters more.
A clear guide to designing a life—and a retirement income strategy—you won’t outlive. No jargon. No scare tactics. Practical steps you can act on.
- ✓ Protect your health, wealth, and independence
- ✓ Design a life rich in purpose, not just a portfolio rich in assets
- ✓ Minimize lifetime taxes through smart planning and generous giving
- ✓ Build a sustainable retirement income strategy
- ✓ Navigate Medicare and Social Security without costly mistakes
- ✓ Create a legacy that reflects your faith and values
Planned release: June 2026. You’ll be notified first when it’s ready.
📅 Action steps you can finish in an afternoon
🏆 From a CFP®, CKA®, and CRPS™ with 15+ years advising
🛡 Education-first. No sales pitches. Your privacy protected.
What you’ll learn
Six concise chapters with examples, checklists, and a five-minute action plan.
Fitness
Build energy and resilience—simple habits for sleep, movement, and stress that make every financial decision easier.
Family
Align money with the relationships that matter most. Clarify shared goals and roles to reduce friction and increase unity.
Friends
Invest in community. Create rhythms for staying connected and generous—the best returns show up in people, not just portfolios.
Finances
Turn savings into a reliable retirement paycheck. Coordinate Social Security, IRAs, and taxable accounts with tax-smart withdrawals.
Freedom
Design your days. Buy back time, simplify decisions, and build margin so you can focus on what matters most.
Faith
Align your plan with your purpose—values-aware investing and intentional giving without losing prudence.
Reserve your copy
Add your name to the early-access list. No payment today. We’ll email you as soon as pre-orders open.
About the author
Chris Holcomb, CFP®, CKA®, CRPS™, is the Branch Manager of Heritage Financial Advisors in Columbia, Maryland. He’s guided families through retirement planning since 2007, translating complexity into clear next steps.
- ✓ Specializes in retirement income, tax-smart strategies, and purpose-driven planning.
- ✓ Host and speaker for community workshops focused on financial clarity.
- ✓ Founder of The Treasure Plan—designed to help you live well and give more.
Frequently asked questions
Is payment required today?
No. We’ll notify you when pre-orders open. You can decide then.
How will my information be used?
We’ll use it to send book updates and related educational resources. We do not sell your data. Unsubscribe anytime.
Will there be companion tools?
Yes—worksheets and a podcast series to apply each chapter in minutes.