Financial Fitness

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Welcome to the Financial Fitness Membership.

Becoming Financially Fit is about a lot more than just the investments. Cash flow, debt management, insurance recommendations, retirement planning, taxes… the list is extensive. There’s only 24 hours in a day, and it can be hard to devote the time needed to manage all of these responsibilities on your own, especially when you’re busy focusing on your own career, family and everything else life demands.

Your employer sponsored retirement plan (401k, 403b etc), or your personal IRA is quite possibly your largest financial asset outside of your home. Unfortunately, most people don't have the time, tools, or desire to manage their own investments. Most are left alone without access to the help they need to give themselves the chance to have a successful retirement. 

It's time to partner with a Financial Fitness Coach. We'll help you build a foundation that will put you on the road to getting your financial house in order. 

P.S. Make Sure You Use These Links... Your First Month Is FREE!

Financial Planning Membership $45 / month

$249 one-time setup fee, one month free then $45/ month thereafter. Cancel anytime.

What Do You Get?

  • Access to a Personal Financial Fitness Coach (Financial Advisor)
  • Month 1-6, On-boarding phone calls and meetings
  • Management of your 401k, 403b, 457 or other company plans. (Separate fees apply)
  • Quarterly re-balancing of your account, and making sure your contributions go where they should
  • If you have other IRA's or individual accounts, we'll build you a custom portfolio
  • Accountability partner. Need help with Budgeting, Setting Goals, Cash Management, College Planning, Insurance, Debt Reduction, Estate Planning, Tax Planning? No problem
  • Access to our "Members Only" content, videos, whitepapers, checklists, eBooks & more
  • Weekly FinancialWOD video email
  • After on-boarding, quarterly phone call meetings, 1 annual face to face meeting (optional)
  • Unlimited Email Support
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