investment advice and financial services Fiscal Fitness Verona and Madison WI

 

Investments and debt management, Fiscal Fitness VeronaOur Services

At Fiscal Fitness we offer flexible services to fit our clients' needs. As fee-only advisors, we sell knowledge, not products. We are not compensated by commission, which enables us to be objective and put your interests first.

On an hourly or project basis, we can provide advice on the following:

  • Saving for Retirement
  • Investment Choices
  • Insurance Needs
  • Tax Strategies
  • Debt Management
  • College Funding
  • Portfolio Review
  • Cash Flow Analysis
  • Goal Planning (remodel, vacation, etc.)
  • Retirement Distributions
  • Estate Planning

How It Works

Step One: Initial Contact

You complete Confidential Questionnaire and return to us; we schedule initial meeting.

Step Two: Initial Meeting

We meet in person or by phone to discuss your goals and objectives. Together we decide the services to be provided. You receive an estimate of the cost to assist you.

Step Three: Information Gathering

We gather the information we need to assist you. We assess your financial risk tolerance to help ensure that our recommendations will be a good fit for you.

Step Four: Analysis

We analyze your information and determine specific strategies to achieve your goals and objectives.

Step Five: Presentation Meeting

We meet with you to present our recommendations and provide clear instructions for implementation.

Costs range from $750 to $3,000 and up, depending on the level of service you choose. To learn how our services can address your needs, call 608-848-1133 to schedule your one hour "Get Acquainted" meeting.


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