FIT Values
Making it FIT together:
What we believe
The Right FIT for Physicians & Business Owners
We believe you deserve an advisor that can address your unique financial situation.
Our clients are busy running medical practices, driving business operations, balancing clinical and research work, and more – so we know your home life and financial future is not the average juggling act.
Read more about our specifics on Physicians or Business Owners.
The Hands-On FIT
We believe in a more hands-on advising approach – we’ll help with everything from working directly with your tax preparers and lending institutions to building a custom-fit plan for your investments and debts.
And we’ve got the right experience credentials to support your complete financial picture.
Learn more about all of the areas we cover in our hands-on Planning Process, here.
FIT Flexibility & Technology
We believe you’re busy!
We have all the right tools to make the financial planning process simpler for you.
Our virtual meetings make scheduling easy.
Our client portal creates a streamlined and collaborative space to better manage your financial information, so you can focus on what matters most to you.
FIT Transparency
We believe in fee only.
Much of the financial planning industry relies on commissions, kick-backs, and the sale of tack-on products such as insurance and other expensive investments.
Being fee only means we cut through the clutter of the financial industry, and you get the transparency you deserve by working with us.
FIT Forward
We believe in progress.
As a woman, mom, and minority-owned business, we’re passionate about the strength that inclusiveness brings to the financial industry, and our team reflects that commitment.
And we love to give back:
FIT Advisors is involved in Save A Mother, a cause we’ve been supporting for more than 5 years. Read more about it here.
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.