Financial Coaching and Planning for all Ages and Stages of Life
We are not accepting new clients at this time.
At Fiscal Fitness we help people shape up their financial lives, by providing objective financial advice to suit their goals and values. We have no minimum client net worth or income requirements. We are fee-only advisors, meaning we work for our clients, not for commissions.
Have you ever wondered:
- Will I have enough for retirement?
- Where should I be investing my money?
- Do I have the right kinds and amount of insurance coverage?
- Are there ways I could lower my taxes?
- Am I managing my debt properly?
- Am I paying hidden fees on investment and other financial products?
- How should we fund our children's education?
- Could we afford to have one parent stay at home?
- What are my options for socially responsible investing?
- I'm retired; how much can I safely spend each year?
- Will my family be provided for in the event of my disability or death?
We can help with these and myriad other financial issues. To learn how our services can address your needs, call 608-848-1133 to schedule your no-obligation "Get Acquainted" meeting.
211 E. Verona Ave. Suite 4
Verona, WI 53593