The smart way to find a good financial advisor.
We’ll help you make sense of your wealth and tax complexities and connect you with best financial firm for your needs so you can move forward strategically and with confidence.
How We Can Help
Whether you’re planning for retirement, navigating a divorce, managing a liquidity event, or addressing a tax concern, we bring deep insight into the local financial and tax advisory landscape to help you make informed, strategic decisions for your future.
Retirement Planning
Whether you’re nearing retirement or still building toward it, we’ll help you evaluate your options, optimize tax efficiency, and connect with advisors who can create a plan designed for your lifestyle and long-term goals.
Divorce
Life transitions can bring financial complexity. We’ll help you understand the differences between financial experts and help you identify the right professionals to divide assets, protect your financial future, and guide you through each stage of the process.
Buying a New Home
An exciting milestone that often comes with major financial decisions. We’ll help you understand how your new home fits into your overall financial picture and connect you with experts who can structure your purchase in a way that supports your long-term plan.
Equity Compensation
Equity can be one of your largest financial opportunities, but it also comes with diversification and tax risks. We understand the nuances of RSUs, ISOs, ESPPs, and how different advisor teams approach them. We’ll help you identify how different teams might help you structure them and identify the right one for your situation.
Tax Complications
Received a large tax bill? Or anticipating one from a liquidity event or stock vesting? We’ll help you understand how that event is structured and connect you with the right specialists who can model potential outcomes and reduce surprises.
Investment Management
We know the local investment landscape and how different firms operate. Working together, we’ll provide insights and guidance to help you select the best advisor for your goals and make confident, informed investment decisions.
“As a busy working mom of three, I didn’t have the time to focus on every aspect of financial planning and was worried I’d fall behind. I also knew choosing the right team was a big decision.
Financial Fit made the process so easy. They took the time to understand our goals, explained how the process worked, and walked us through different local advisors and their fee structures to narrow the list. She connected us with trustworthy advisors, and we ultimately found the right fit. I feel such relief knowing our finances are on track. I couldn’t have done it without Financial Fit. I highly recommend working with them. One of the best decisions I’ve made!”
— Lauren, Financial Fit Client
Testimonials presented on this site are provided by current or former clients of Financial Fit. No compensation was provided for these testimonials. Testimonials are not indicative of future performance or success and may not be representative of the experience of all clients.
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Asking the Right Questions: A Guide to Advisor Evaluation
In today’s competitive landscape, more financial advisory firms are bringing tax services in-house. Taxes impact nearly every aspect of wealth management, from portfolio construction and retirement withdrawals to business ownership and estate planning. But combining these services poses new challenges: Are you sacrificing the specialization and expertise that comes with having two separate experts in investment management and tax? And what about the value of having two independent teams to ensure a checks and balance perspective in your financial strategy?