Our Clients


Our focus is to help successful professionals, business owners & happy retirees who have a passion for a healthy & active lifestyle to be Financially Fit For Life,  Being Financially Fit means creating the life you want for you and your family & doing the things you enjoy doing for as long as you want to do them.

When it comes to our services, we offer our clients two choices: Basic and Advanced. For the Basic service, we can provide you with traditional financial planning services & and the appropriate products. Of course, you can get the Basic from many other advisors. However, the Advanced program we created—The Financially Fit For Life™ Program—takes everything to a much higher level and is only available from me, and my team.

What is the value our clients say they get from working with us?

  • Personalized service & personal attention.
  • Very thorough, not rushed, not pressured.
  • Trust-based on competence & knowing you on a personal level.
  • Holistic approach; we liked your approach-it wasn’t all about our money.
  • Your coaching philosophy-based on your background as an Ironman triathlete.
  • You put my best interest ahead of yours.

How our clients say we have helped them?

  • Cohesive strategy with a thoughtful & deliberate process.
  • Simplification.
  • Proactive nature.
  • We feel we have a plan (path). That makes us feel really good knowing where we stand.
  • You helped us see our future better. Gave us the confidence that we’re moving in the right direction. You’re keeping us on course.
  • Commitment to always working on ways to improve & provide better results.
  • Always communicate whether the news is good or bad.
  • Experience, wisdom & long-term focus. You taught us to ride out the ups and downs of financial markets. We took your advice and the markets rebounded.
  • Trusted Steward & Guide; you’re keeping a close eye on us.
  • You helped me clearly understand what my options are-you didn’t try to matter of fact make some investment recommendations, or tell me what to do.
  • You asked me what I wanted form my life-how did I see my future?

We realize our program & approach is not for everyone.

Our CORE Members:

  • They have a passion for a fit & active lifestyle.
  • Are successful people who are generosity-minded, family-oriented, and down to earth.
  • They are coachable, open to new ideas, and willing to take the time to plan.
  • They are also serious about working on their financial fitness.
  • Many of our top clients are uniquely skilled professionals & business owners.

If this description “fits”, you might be a good candidate for this program.

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Copyright 2019 Financially Fit For Life Mutual funds provided through FundEX Investments Inc.