investment advice and financial services Fiscal Fitness Verona and Madison WI

 

About Us

Kathy Hankard, Madison certified financial planner Hello! I'm Kathy Hankard, Principal of Fiscal Fitness, LLC, a fee-only financial planning firm located in Verona, Wisconsin, just outside of Madison. I founded Fiscal Fitness in 2006 to provide straightforward, objective financial advice to people from all walks of life. I have helped over 200 clients improve their financial future, and I'd like to help you too!

I am a CERTIFIED FINANCIAL PLANNER™ professional, having completed the certification program through The College for Financial Planning in Denver, Colorado, passed the 2-day comprehensive CFP® certification examination, and completed the CFP Board's experience, ethics, and ongoing education requirements.

I am a member of The Garrett Planning Network, a nationwide network of professional, fee-only financial advisors. Network members are dedicated to providing competent, unbiased financial advice to "everyday folks". Many financial advisors have income and net worth requirements for their clients. I believe that professional, objective financial advice should be accessible to all. If you need a one-time or periodic consultation, I am happy to meet with you on an hourly, as-needed basis.

I graduated with honors from the University of Wisconsin-Madison with a Bachelor of Science degree in electrical and computer engineering. Prior to founding Fiscal Fitness, I had a successful career in software engineering, including customer support, software development, and project management. For over 10 years I have administered the SIMPLE-IRA plan for Hankard Environmental, Inc. My husband and I have co-managed residential and commercial investment property for over a decade.

Kathy Hankard, financial planner, family photoAs a mother of three, I understand the challenges of home budgeting, the demands on people's time, and the complex decisions (financial and otherwise) that families and individuals face. My clients rely on my advice about a host of personal financial matters, including retirement options, investment choices, taxes, insurance, employee benefits, and college funding.

I am on the board of Envest Microfinance Cooperative, and volunteer at various functions through school and community. I am an ACE-certified group fitness instructor and a CYT (Certified Yoga Teacher). I enjoy outdoor activities including kayaking, cross-country skiing, bicycling, hiking, and camping. I am also the founder of the "Nose in the Prose" book group.

If you're looking for an advisor you can relate to, who will put your interests first, call me at 608-848-1133 to schedule your one hour "Get Acquainted" meeting. Shape up your financial life - starting today!

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 


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