About us
Financial planning tailored for you; advice on taxes, debt, insurance, investments, planning for college, planning for retirement, and how it all fits together!
Business highlights
18 years of experience
Services we offer
Financial planning.
Services we don't offer
We do not SELL investments or insurance - just advice.
Amenities
Free Estimates
Yes
Senior Discount
10%
Accepted Payment Methods
- Check
Reviews
5.04 Reviews
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Filter reviews by service
Showing 1-4 of 4 reviews
Paul L.
Nov 2014
Financial Planning
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Darrell G.
Nov 2014
Financial Planning
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MARY C.
Oct 2012
Financial Planning
Before scheduling a get-acquinted meeting, I was requested to provide fairly detailed information about my financial goals and resources. Once those were provided it took a couple of weeks to get scheduled because Kathy went on a 2 week vacation. This is a one-woman show, so all contact was directly with Kathy, who was very good with timely responses. After this initial meeting, she drew up a contract and fee estimate. I then provided her with very detailed information about my current financial holdings. After about 6 weeks (this is what she said it would be) we met again for 2 hours to review her analysis and recommendations, which were laid out in a well organized binder.
Scott H.
Oct 2011
Financial Planning
They were very helpful and answered all of my questions. I would use them again in the future.
Licensing
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.
*Contact business to see additional licenses.
FAQ
Fiscal Fitness LLC is currently rated 5.0 overall out of 5.
Fiscal Fitness LLC accepts the following forms of payment: Check
Yes, Fiscal Fitness LLC offers free project estimates.
No, Fiscal Fitness LLC does not offer eco-friendly accreditations.
No, Fiscal Fitness LLC does not offer a senior discount.
No, Fiscal Fitness LLC does not offer emergency services.
No, Fiscal Fitness LLC does not offer warranties.
Fiscal Fitness LLC offers the following services: Financial planning.
We do not SELL investments or insurance - just advice.