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 $300,000.00 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 13, Morton, WA 98356
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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