The first step is an individual consultation with a Financial Coach to see if we are right for each other. Together you will then determine if joining a Fiscal Fitness Club or if working one-on-one as a Financial Planning client is best for you. Either way, we have the following service options available for you: Fiscal Fitness Club Memberships, Financial Planning Consultations, Comprehensive Financial Planning, and Investment Advisory Services.
We're Not for Everyone
Fiscal Fitness Clubs grew from the need to provide real life workable solutions and financial planning knowledge to individuals and families. It is also based on an understanding that spending money is a habit and education alone is not enough. Our goal is to make developing skills to manage personal finances affordable for everyone.
Our use of proven psychological methods of creating behavior change increases the chances of success dramatically, but the program is not for everyone. People who are facing bankruptcy, have alcohol or drug addiction issues, or are in the midst of a life crisis may find the program too difficult to stick with. If this applies to you, we are happy to make referrals.