Please use this form to gain access to our work optional date calculator, 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 $300,000.00 or more in investable assets. We listen closely to your needs and goals to develop a customized plan.
PO Box 13, Morton, WA 98356
Talking about your finances shouldn't be stressful. This 1-hour meeting gives us the opportunity to get to know one another, address your burning questions, and decide if a long-term relationship makes sense. No sales pitch. Just your questions answered, including the ones you didn't even know to ask. Book your consultation today!
If you're local, I am happy to meet you in your home or my office, but we can also meet via zoom or over the phone. All involved parties are welcome.
115 Klasey Road, Morton, Washington 98356, United States
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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