At Fit Financial Consulting LLC, financial planning and investing is about you, your goals and aspirations.
· Financial plans begin with a discovery meeting to get to know one another, address your current financial situation and where you want to go from here.
· I’ll crunch the numbers and provide you with a comprehensive financial plan customized to you and your family.
o Not an off the shelf document generated by generic financial planning software.
o But detailed answers to all of your financial questions and many questions you haven’t even asked yet.
· Next, we work together to plot the course from where you are today, to where you want to be tomorrow.
· Finally, we monitor and track our recommendations to ensure they continue to align with your financial goals and are meeting, or exceeding, expectations.
Modern Portfolio Theory isn’t dead, it has evolved.
Diversification still works, but not in the way you think.
Upgrade your portfolio today by learning from the legends like David Swensen of the Yale Endowment and Warren Buffett of Berkshire Hathaway.
Dividends, value, and alternatives, are all investment strategies that can be incorporated into your portfolio, but deriving the proper blend that is tailored to your goals, your ability to assume risk, and your willingness to assume risk, is key to your financial success. Whatever your aspirations may be, we will build a strategic allocation designed to incorporate the many factors affecting your financial success, all while keeping an eye to the horizon for pending change.
As a fee only Investment Advisor I am compensated for my advice by you, the client. I never sell products or receive commissions for the investments we use. Furthermore, I am bound by the fiduciary duty, the highest legal duty of one party to another. That means I am bound to act in the best interest of my clients at all times.
Sean attained his MBA with a focus in finance from the University of Colorado and his BSBA with a major in finance from the University of Denver. Sean is a holder of the Chartered Financial Analyst® designation, or CFA®, Certified Financial Planner™ designation, or CFP®, and best selling author of, "The Truth About Investing: Back to Basics". He enrolled in the CFA Program to obtain the highest set of credentials in the global investment management industry. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.
As an Investment Advisor, Sean enjoys nothing more than digging into financial statements and excel spreadsheets to analyze investments. He believes that a Financial Planner’s job doesn’t end with planning and could all be for naught, if your investments don’t meet your expectations.
As the son of a DO and PT, perhaps it was his childhood growing up in the halls of clinics or the many linkages between physical fitness and financial fitness he found later in life, that drove his affinity for his clients. Whatever the case, Sean works predominantly with medical professionals, relishing the opportunity to help make their financials as healthy as they seek to make their patients.
Sean enjoys spending time with his wife, Anastasia, and two lops, Beast and Belle. In his free time, he tries to do as much hiking, SCUBA diving, traveling, and reading as he can.
It comes as no surprise to his friends and family that he still loves building spreadsheets, conducting multiple regression analysis, and various other analysis in excel and R in his down time too.
Please use this form for general questions or to request an appointment. We will get back to you shortly to discuss whether Fit Financial Consulting, LLC is a good fit for you.
Clients who benefit most from our services are typically looking for a long term partner for their financial planning needs and asset management, and have $250,000.00 or more in investable assets. We listen closely to your needs and goals to develop a customized plan to help remove the stress of money and investing.
PO Box 4895, Wenatchee, WA 98807
Chartered Financial Analyst and CFA are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Fit Financial Consulting LLC is a Washington domiciled registered investment advisor.
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