Making every client your BEST client!

At Fiscal Fitness, we help our clients transform their lives by analyzing how they spend and save money. With our coaching, our clients develop a customized process for managing income and expenses. We establish a strong foundation of effective habits along with a simple budgeting approach to help them achieve their long-term savings and investment goals.

As a past financial advisor, I know how much time you spend helping your clients manage their day-to-day finances. I also know that it's likely not your favorite part of your job! I dig into every dollar of a person's spending, find money, and teach individuals how to manage their money in a more fulfilling way. They become better stewards with their money, which means they're more engaged in saving for their future, resulting in a better client for you!

Financial Advisor Explaining Document To Couple At Table

When Your Client Needs A Financial Coach:

  1. They cannot answer “How much do you spend on groceries?”
  2. They take premature distributions or unplanned withdrawals from retirement and other investments
  3. They make low or no contributions to savings, investments or retirement relative to income
  4. They contribute only to withdraw it a few months later
  5. They receive a windfall of money (bonus, raise, tax refund, gift from family member, etc) and you never see it
  6. Credit card debt or student loans are holding them back from reaching their savings goals
  7. They're not sure how they spend their money
  8. They have a life change coming up which will dramatically alter their lifestyle - marriage, having a baby, retiring, etc.

What makes Financial Planners our most valued asset is that you are seeking clients with money to invest. As a financial coach, I help clients “find” money and partner with financial planners to give them a plan for their future, to invest their “new” money wisely.

Benefits of Partnering with Fiscal Fitness:

  1. Increased assets under management
  2. Higher conversion and close rate
  3. Increased engagement by clients for their financial future
  4. Reduced expenses for 100% of our clients which means more money to invest
  5. Partner with a business with a proven record of success who you can trust

Our Services include budgeting, debt reduction, cash flow planning, savings goals, and young adult education. Please call me to schedule a meeting (480-788-4588) so we can discuss your clients in more detail and how I may help you and your practice.

Benefits to financial advisor's client