Hello! I'm Kathy Hankard, Principal of Fiscal Fitness, LLC, a financial coaching and planning firm located in Verona, Wisconsin, just outside of Madison. I founded Fiscal Fitness to provide straightforward, objective financial advice to people from all walks of life.
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 requirements.
I am also 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 8 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.
As 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. Friends, colleagues and family members have for many years relied on my advice about a host of personal financial matters, including retirement options, investment choices, taxes, insurance, employee benefits, and college funding.
I was on the site council (governing body) for New Century Charter School, and volunteer at various functions through school and church. I am an ACE-certified group fitness instructor and teach yoga, Pilates, and step aerobics. 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, someone who will put your interests first, call me (608-848-1133) to schedule your one hour, complimentary 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.