Fiscal Fitness, LLC
Consultant Name
Kathy Hankard, CFP®
Categories
- Accounting & Finance
- Coaching & Personal Development
Contact Information
Address
Fiscal Fitness, LLC
211 E. Verona Ave. Suite 4
Verona, WI 53593
Phone
(608) 848-1133
Web
http://www.fiscalfitnessmadison.com
E-mail Kathy Hankard, CFP®
Introduction
At Fiscal Fitness we help people shape up their financial lives, by providing objective financial advice to suit their goals and values. We have no minimum client net worth or income requirements. We are fee-only advisors, meaning we work for our clients, not for commissions.
Services
At Fiscal Fitness we offer flexible services to fit our clients' needs. As fee-only advisors, we sell knowledge, not products. We are not compensated by commission, which enables us to be objective and put your interests first. On an hourly or project basis, we can provide advice on the following:
Saving for Retirement
Investment Choices
Insurance Needs Analysis
Tax Strategies
Debt Management
College Funding
Portfolio Review
Cash Flow Analysis
Goal Planning (remodel, vacation)
Retirement Distributions
Estate Planning
Background Information
Hello! I'm Kathy Hankard, Principal of Fiscal Fitness, LLC, a financial coaching and planning firm located in Verona, Wisconsin, just outside of Madison. I founded Fiscal Fitness to provide straightforward, objective financial advice to people from all walks of life.
I am a CERTIFIED FINANCIAL PLANNER™ professional, having passed the 2-day comprehensive CFP® certification examination and completed the CFP Board's ethics and experience requirements.
I am also a member of The Garrett Planning Network, a nationwide network of professional, fee-only financial advisors. Network members are dedicated to providing competent, unbiased financial advice to "everyday folks". Many financial advisors have income and net worth requirements for their clients. I believe that professional, objective financial advice should be accessible to all. If you need a one-time or periodic consultation, I am happy to meet with you on an hourly, as-needed basis.