Wealth Management based in Lewis County, WA
Managing Your Assets
Asset management, or investment management, is at the heart of what we do at Fit Financial Consulting, LLC. While many Financial Advisors focus on financial planning or retirement planning, we consider the implementation of your investing plan to be one of the most crucial rolls in determining the success of your financial goals. Having a plan is just the first step. Analyzing, selecting, and monitoring the investment products your hard-earned money is invested in, is an ongoing process and our core competency.
What is Wealth Management Anyway?
A large portion of what makes up wealth management is similar to that of financial planning. Specifically, the steps of the financial planning process consist of, understanding your personal and financial circumstances, identifying and selecting goals, identifying your current course of action and potential alternatives, developing financial planning recommendations, presenting the recommendations, implementing the recommendations, and monitoring your progress. Wealth management emphasizes the implementation and monitoring phases, specifically revolving around analyzing and selecting investments, and managing those investments on an ongoing basis while incorporating your financial circumstances, including tax implications, estate planning, retirement planning, and other financial goals.
Why Us?
If you're looking for a financial advisor who will hold your hand, and make you feel warm and fuzzy about all of your financial decisions, you're probably in the wrong place.
But if you are looking for someone who spends their time researching investment methodologies, analyzing portfolios and market metrics, and cares as much about seeing your assets grow as you do, give us a call. Sean Cooper heads up investment analysis and portfolio management. He is a holder of the Chartered Financial Analyst and Certified Financial Planner® designations. You can also learn more about Sean, our investment process and the asset classes we utilize throughout our website, podcast, and videos. If you have never heard of alternative investments like managed futures, fixed income arbitrage, convertible arbitrage, private equity, real estate, covered calls, volatility, or natural resources, it's probably time to find out how they can be used to optimize the risk, reward profile of your portfolio.
We serve Lewis County, WA, surrounding areas, and an increasing number of states across the country.