Fit Financial Extreme Customer Service Listing On Experience Pros
The Truth About Investing By Sean Cooper

Fit Financial Consulting LLC is a Colorado domiciled registered investment advisor.

 

Modern Portfolio Theory isn’t dead, it has evolved.

Diversification still works, but not in the way you think.

Upgrade your portfolio today by learning from the legends like David Swensen of the Yale Endowment and Warren Buffett of Berkshire Hathaway.

Dividends, value, and alternatives, are all investment strategies that can be incorporated into your portfolio, but deriving the proper blend that is tailored to your goals, your ability to assume risk, and your willingness to assume risk, is key to your financial success.  Whatever your aspirations may be, we will build a strategic allocation designed to incorporate the many factors affecting your financial success, all while keeping an eye to the horizon for pending change.



Pick up the phone and call 720.808.6979 or contact us to schedule your Fit Financial Checkup and let's make planning for your retirement as much fun as planning your next vacation.



Investing for Tomorrow

Financial Planning for Today

At Fit Financial Consulting LLC, financial planning and investing is about you, your goals and aspirations.

  • Financial plans begin with a discovery meeting to get to know one another, address your current financial situation and where you want to go from here.

  • I’ll crunch the numbers and provide you with a comprehensive financial plan customized to you and your family.

    • Not an off the shelf document generated by generic financial planning software.

    • But detailed answers to all of your financial questions and many questions you haven’t even asked yet, from insurance and estate planning, to investing and retirement, and beyond.

  • Next, we work together to plot the course from where you are today, to where you want to be tomorrow.

    • A financial plan means nothing, without proper implementation.

  • Finally, we monitor and track our recommendations to ensure they continue to align with your financial goals and are meeting, or exceeding, expectations.