Fiscal Fitness

A Team of Experienced Professionals Dedicated to Your Financial Wellbeing

At Fiscal Fitness, we are passionate about empowering individuals and families to achieve financial success. We are a team of experienced and certified financial planners who work collaboratively with clients to develop personalized plans that align with their unique goals and values.

Who We Are

Fiscal Fitness was founded in 2006 by Kathy Hankard, a Certified Financial Planner (CFP) with a Master of Science in Financial Planning. With over 300 clients served and counting, Kathy has built a reputation for providing straightforward, jargon-free financial guidance tailored to each client's situation.

What We Do

We offer a comprehensive range of services to address all aspects of your financial life. Our services include:

Financial Planning and Retirement Planning

• Goal-setting and financial analysis
• Retirement account optimization
• Investment planning and asset allocation
• Estate planning and insurance review

Tax & Debt Management

• Tax optimization strategies
• Debt repayment strategies
• Credit monitoring and improvement

Life Planning and Wealth Management

• Estate planning and legacy preservation
• Spending and budgeting strategies
• Business planning and succession planning
• College funding strategies

Our Approach

We believe in building lasting relationships with our clients based on trust and open communication. Our process involves:

• Discovery & Evaluation: We take the time to understand your goals, values, and financial situation.
• Strategy Development: We work with you to create a personalized plan that aligns with your goals.
• Implementation & Review: We guide you through the implementation process and regularly review your plan to ensure it remains effective.

Why Choose Fiscal Fitness?

• Fee-only approach: We are committed to transparency and accountability, charging only for our services and never commissions.
• Objective advice: We are driven by helping you achieve your financial goals, not selling products.
• Experience and expertise: We have extensive experience in all aspects of personal finance.
• Client-centered approach: We prioritize open communication and work collaboratively with you.