With Financial Fit, you can confidently find an advisor who aligns with your unique needs and goals.
At Financial Fit, we understand that finding the right financial advisor is crucial for achieving your financial goals. We provide a comprehensive vetting process to ensure that each advisor we recommend is of the highest quality, with a wide range of specialties and focus areas. Our matching service connects individuals with those advisors who are tailored to their specific needs and objectives. Our goal is to empower you with the tools and guidance needed to make informed decisions, from understanding the questions to ask to evaluating each candidate's investment approach and working style.
How We Started
Financial Fit was born out of a personal need in the financial advisory world. My husband who has worked in the financial services industry for years and I, with a background in marketing, were on a quest to find a financial advisor that suited our specific needs and working style. To our disbelief, the process was incredibly challenging. There are thousands of advisors in the area all touting various qualifications and degrees. Finding someone we could trust that suited our unique goals was a challenge. Thus the idea was born—why not create a service that bridges this gap and connects people to financial advisors who are perfectly aligned with their goals and requirements? Financial Fit was established to simplify and enhance the search for a financial advisor. Our goal is to empower individuals to take control of their financial wellbeing by understanding their unique needs, background and goals and connecting them with financial advisors that are best suited for them.
Erica Nolan, Founder
Contact us.
info@findmyfinancialfit.com
(508) 556-0387