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Financial Planning, Investment Advice, Retirement Financial Services | Verona WI Madison WI | Fiscal Fitness

Fiscal Fitness focuses on financial services and investment advice in Madison and Verona, Wisconsin.

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CONTACTS AT FISCALFITNESSMADISON.COM

Kathy Hankard

100 ●●●●Ave.

Ve●●na , Wisconsin, 53593

UNITED STATES

608 ●●●●8368
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Kathy Hankard

100 ●●●●Ave.

Ve●●na , Wisconsin, 53593

UNITED STATES

608 ●●●●8368
kh●●●●●●@msn.com

View this contact

Kathy Hankard

100 ●●●●Ave.

Ve●●na , Wisconsin, 53593

UNITED STATES

608 ●●●●8368
kh●●●●●●@msn.com

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Financial Planning, Investment Advice, Retirement Financial Services | Verona WI Madison WI | Fiscal Fitness | fiscalfitnessmadison.com Reviews

https://fiscalfitnessmadison.com

Fiscal Fitness focuses on financial services and investment advice in Madison and Verona, Wisconsin.

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Retirement, Financial Planning in Madison Wisconsin | Fiscal Fitness Services

http://www.fiscalfitnessmadison.com/services.html

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:. Goal Planning (remodel, vacation, etc.). Step One: Initial Contact. You visit our website or call for an introductory package. Step Two: Initial Meeting. Step Three: Information Gathering. 8226; About Us.

2

Certified Financial Planner, Debt Management in Madison & Verona, Wisconsin | About Fiscal Fitness

http://www.fiscalfitnessmadison.com/about.html

Im Kathy Hankard, Principal of Fiscal Fitness, LLC, a fee-only financial planning firm located in Verona, Wisconsin, just outside of Madison. I founded Fiscal Fitness in 2006 to provide straightforward, objective financial advice to people from all walks of life. I have helped over 200 clients improve their financial future, and Id like to help you too! Certification examination, and completed the CFP Boards experience, ethics, and ongoing education requirements. I graduated with honors from the Universi...

3

Investments, Retirement, Debt Management | Fiscal Fitness, Resources

http://www.fiscalfitnessmadison.com/resources.html

Get your free annual credit report from any of 3 agencies. Financial data, e.g. current interest and mortgage rates, etc. Financially intelligent parent - tips on raising financially-savvy kids. Budgeting help, getting control of your finances. Pragmatic advice on investing. Stock quotes and other financial information. General education on investing. Education and information on investing in debt securities. Of mutual funds: ratings, expenses, etc. Mutual fund education alliance. No-load, low fee company.

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Certified Financial Planner, Investment Advice | Fiscal Fitness, Client Forms

http://www.fiscalfitnessmadison.com/forms.html

Fill out this form and return it before our initial meeting. You can mail a hardcopy, fax, or email it back to us beforehand ( contactus@fiscalfitnessmadison.com. This form assesses your risk tolerance, so we get an idea of what strategies and investments may suit you best. This questionnaire will help you determine if your financial advisor is a fiduciary, and therefore obligated to act in your best interest. ADV II/ Schedule F. Bull; About Us. Bull; Our Services. Bull; Client Forms. Bull; Contact Us.

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For Security and Independence. Please contact us by completing the following:. Or, please also call our office directly at 425-829-4110. We welcome the opportunity to help you enhance your Fiscal Fitness! Scholz and Associates. Business Consultants of Bellevue, WA. 425-829-4110. info@FiscalFitnessStrategies.com. Tel 425-829-4110 info@FiscalFitnessStrategies.com www.FiscalFitnessStrategies.com.

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