Have your investments professionally managed and continually monitored to ensure they are working as hard as you to achieve your financial goals. Fully diversified portfolios seek to achieve benchmark like returns while taking risk off the table. One more stressor to remove from your life.
Fully customized portfolios are also available for clients with investable assets in excess of $1,500,000.00.
A friendly conversation to assess your financial situation, needs, and goals is just the beginning.
You get simple, actionable items, to put your financial house in order.
Priority steps will be clearly laid to help you shore up any holes in your current finances, from estate planning documents and account titling, to insurance and investing gaps, to college funding and retirement planning. Know what you need, and have a guide to help you get it.
It's a dirty word, but it can set your finances free. Find out how much stress you can eliminate just by knowing how much you can spend. A balance between spending now, and delayed gratification, will set you up for long term success.
Is my 401K allocated to serve my needs?
How do I know if an annuity is right for me?
What type of life insurance do I need and how much?
What do I do with my employee stock purchase plan?
How do I choose a 529 plan and what are my investment options? What is a Coverdell ESA?
Analyzing investment options is what I love. Let me help make the decisions easy.
No obligations and no stress; just questions answered.
An hour initial meeting to get to know one another and decide if we want to pursue a working relationship. I'll ask questions about your financial situation and aspirations, and answer as many of your questions as possible. Schedule a free consultation now!
Stress less, play more, with professional money management.
Fully diversified portfolios and custom tailored portfolios with the potential to enhance returns or significantly reduce risk without sacrificing returns. Annual asset management fees are assessed on a quarterly basis, based on the prior quarters average account balance.
Have a second set of eyes review your existing investments, and provide portfolio optimization and investment recommendations, to improve your ability to reach your financial goals.
No more guessing, just straight answers to all of your financial questions and concerns.
Get your entire financial picture all in one place. A financial plan can help you ensure you're on the right track to financial success by evaluating your current financial situation and provide you with a step by step plan to achieve all of your aspirations, from home purchases, college planning, vacations, and retirement. Plus, ongoing oversight to walk you through the process.
Don't like the idea of budgeting? Think of it as smart spending plans with an accountability partner.
Discounts are available based on service level. Hourly planning is also available.
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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