Financial Planning for Today
At Fit Financial Consulting LLC, financial planning and investing is about you, your goals and aspirations.
• Financial plans begin with a discovery meeting to get to know one another, address your current financial situation and where you want to go from here.
• I’ll crunch the numbers and provide you with a comprehensive financial plan customized to you and your family.
o Not an off the shelf document generated by generic financial planning software.
o But detailed answers to all of your financial questions and many questions you haven’t even asked yet, from insurance and estate planning, to investing and retirement, and beyond.
• Next, we work together to plot the course from where you are today, to where you want to be tomorrow.
o A financial plan means nothing, without proper implementation.
• Finally, we monitor and track our recommendations to ensure they continue to align with your financial goals and are meeting, or exceeding, expectations.
Investing for Tomorrow
Modern Portfolio Theory isn’t dead, it has evolved.
Diversification still works, but not in the way you think.
Upgrade your portfolio today by learning from the legends like David Swensen of the Yale Endowment and Warren Buffett of Berkshire Hathaway.
Dividends, value, and alternatives, are all investment strategies that can be incorporated into your portfolio, but deriving the proper blend that is tailored to your goals, your ability to assume risk, and your willingness to assume risk, is key to your financial success. Whatever your aspirations may be, we will build a strategic allocation designed to incorporate the many factors affecting your financial success, all while keeping an eye to the horizon for pending change.
Fit Financial Consulting, LLC is a registered investment advisor offering advisory services in the states of Colorado, Washington, and other jurisdictions where exempted.