About us
Money Fit Financial Planning & Coaching is a fee-based financial planning firm dedicated to helping professionals , pre-retirees, and retirees build confidence and clarity in their financial lives. We combine traditional financial planning with personalized financial coaching, focusing on education, behavior, and smart investment strategies. Our goal is to empower clients to make informed financial decisions, whether they're planning for retirement, navigating career transitions, or striving for financial independence.
We offer a mix of virtual and in-person services tailored to each client's needs, providing guidance on budgeting, investments, retirement planning, and long-term financial security. Our holistic approach ensures that clients not only have a strong financial plan but also the mindset and tools to follow through and achieve their goals.
At Money Fit Financial Planning & Coaching, we believe that financial success is about more than just numbers-it's about building a life of confidence, freedom, and fulfillment.
