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We know our clients are busy - busy with kids, busy with work schedules, busy organising life! We created Financial Fitness to work in with YOUR busy life - that's why we do things entirely online. We know it's hard to get into an office during normal office hours - so we opted for total flexibility. We work at a time that suits YOU, via online meetings using a fantastic software called Zoom - all you need is a camera, on your phone or computer! you can see who you're talking to, so you know we're a real person!
We use digital signatures to save you from having to print, scan etc. and general communications can be done by phone, email - whatever works for you. The consults below show you the options available - setup is based on whether you're flying solo, or coming on as a couple.
You will have an initial consult with your Financial Coach at NO COST, so we can determine how we can best help you. From there, you'll need to book a Strategy Meeting with your Coach so we can develop the formal plan moving forward, as well as a Plan Presentation to take you through your plan and show you how you can achieve your goals! You will also agree with your Coach to your ongoing reviews as appropriate for your situation, and book those in ahead of time so you can make sure you have time in your schedule.
Your Coach is always available by phone, email or Zoom meeting, for any questions you have along the way.
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