Our 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)
  • Retirement Distributions
  • Estate Planning
How it Works:

Step One: Initial Contact
You visit our website or call for an introductory package.

Step Two: Initial Meeting
We meet with you 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 $500 to $1500 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 complimentary, one hour "Get Acquainted" meeting.
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All contents Copyright � Fiscal Fitness LLC, 2007-2010. All rights reserved. Revised: January 12, 2010.
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