Planning Process
Gain peace of mind with the right plan for you
Start the conversation
It’s easy to get caught up in what you think your goals should be or what others pressure you to believe. But there is no one size fits all solution.
At FIT Advisors we begin with a one-on-one conversation to understand what your goals truly are.
Our complete, hands-on approach
We won’t just hand you a complicated report. FIT Advisors goes beyond the average planner, working hands-on with both you and other providers involved in your financial picture, to support your unique needs:
- Addressing your money psychology
- Organizing your financial information
- Helping to facilitate money conversations in a relationship
- Advising on your tax scenario and working directly with your tax preparers
- Collaborating with your mortgage lenders & institutions
- Creating a custom-fit investment plan
- Student loan and business debt advising
- Business P&L and tax advising
Evolve
Understanding your goals and priorities is just the beginning, not a one-time snapshot.
Instead, our approach is ongoing and your financial plan with FIT Advisors is a living document that evolves with changes in your life. As your financial life planner, we work with you to manage the financial implications of career changes, family growth and new goals.
Schedule Your Consultation
Ready to start saving time and money with the best financial plan for you? Schedule a consultation with FIT Advisors now, and let us help you simplify. No matter where you’re located, we can work with you. Just click below to get started.