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Take the Sweat Out of Managing Your Finances

As a busy business owner, you know that the success of your business comes down to taking action and not just hoping for it. However, with a lack of time and without data-driven insight to inform your financial strategy, most business owners are left on their own to make critical choices for their business’s futures. 

Let's Get Your Wealth Fit

Fit Wealth Advisors Provides Comprehensive Financial Advising to Business Owners Looking to Make the Most of Their Financial Future

It’s time to tackle your financial strategy and make the progress you and your business are capable of.

As your personal CFO, we help you do this by:


Bridging Your Business Numbers with Your Personal Finances

Maximizing Potential Within Every Single Aspect of Your Financial Life

Creating Solutions that Are Fit for Your Precise Situation

Your time is better spent on your life, your clients and your business — not digging through the details of your cash flow statements.

We can do that for you.

What Kind of Business
Are You Growing?

Let's Chat


We Know What It’s Like to Grind for a Goal

You've Worked Hard — Make it Count With Financial Strategizing

Providing The Guidance You Need
For Long-Lasting Success

Here’s What You Should Know About Us:

We Know How Businesses Operate In & Out.

You’ll be supported by a team that has key business insight and a strong network. Have a unique question? Odds are we have an answer and have experienced it, since working with businesses is our focus.

We Know What Makes Your Business Thrive.

A lot of businesses need more guidance from a different perspective so you can make the most informed decisions. We’re equipped to offer you the advice and edge you need to thrive.

Accountability is the Cornerstone of our Practice.

You need someone in your corner as not only a sounding board but to also understand the exact steps you need to take to achieve your goals.

Salespeople Don’t Care to Know You — But We Do.

We aren’t trying to receive commission nor do we use a one-size-fits-all product. We are a fee-based firm that gets to know your entire situation & develops strategies fit for your long-term wants and needs.

We Have Fun But Get Stuff Done.

Hearing about how you’re doing and connecting with you is simply how we work. Our clients also take our advice seriously, however, and so do we. We’re aiming to drastically improve your finances, and together this requires focus, discipline and a growth-oriented mindset.

Sound Like the Kind of Support You Need?

Find the kind of financial clarity that leads to peace of mind and a flourishing business.

Schedule a Call

You’re Driven to Help Others Reach Their Potential,
And We’re Here to Help You Reach Yours

As your personal CFO, we'll take year-round care of your financial health.

About Fit Wealth Advisors

We’re dedicated to working with business owners across various industries because we’ve seen what can happen without diligent financial care.
Here’s why we do what we do:

After years of being an entrepreneur and working with various business owners, founder Shawn Hanquist realized business owners have a need for accountability and guidance that other professional services aren’t providing.

Financial professionals aren’t tooled to help business owners, and CPA’s typically are filing tax returns and focusing on what happened in the past. The typical financial advisor or insurance agent is trying to sell retirement planning products, life insurance and disability insurance—but nobody is focusing on profitability and strategies that businesses need to thrive.

Many aspiring business owners don’t have the scale or resources to have a CFO on staff—even though they need one. So where can you get in-depth assistance to start, grow and exit your business?

Nowhere that we know of, other than Fit Wealth Advisors. We exist to serve as your wealth guide, providing advisement towards a secure future and the financial awareness you need to run a business successfully.

Ready to Learn More About Us?

Meet Your Team

Meet the Team

I have over 15 years of experience in the financial industry on top of having a huge passion for entrepreneurship. This has led me down the path of focusing and dedicating my career to giving entrepreneurs the tools and accountability needed to achieve their best life.

Before working in the financial industry, I was a small-town farm boy in Nebraska who always loved athletics and the outdoors. I earned my degree and played 4 years of college football at Midland University.

Now, I’m a husband and father of 3 living my best life—spending time with the family, bodybuilding, hunting, fishing and riding my Harley.

Why We Partner with WealthPLAN Partners

A forward-thinking Registered Investment Advisor (RIA), WealthPLAN Partners has been an industry leader since its inception in 1989. Headquartered in Omaha, NE, WealthPLAN Partners includes over 30 advisors nationwide. The organization provides advanced financial planning and wealth management services to support advisors and the clients they serve.

By partnering with WealthPLAN partners, we have the resources of a large firm with the nimble capabilities of a small business.

What We Do

Offering Advanced Financial Guidance & Support for the Driven Entrepreneur and Their Business

Building and Protecting
Your Wealth & Your Business

By integrating your business's finances with your own financial picture, we're dedicated to helping your business grow while moving you closer to your personal life goals and ambitions.

As Your Personal CFO, We’ll Help You Coordinate Your Entire Financial Strategy Through:



Personal Financial Planning

Planning for retirement
Budgeting & debt management
Tax planning
Estate planning
Risk management
Investment management

Business Financial Planning

Cash flow planning
Credit & debt strategies
Risk management
Tax planning
Compensation & retirement plan guidance
Growth & succession planning

What Are Your Business Goals?
Let’s talk about aligning them with your life.

Schedule a Conversation

An Overview of Our Fees


Comprehensive Financial Planning


Essentials (Low Complexity)$3,000/year
Intermediate (Moderate Complexity)$4,500/year
Premier (High Complexity)$6,000/year


Investment Management


$0 - $1,000,0001.25%
$1,000,000 - $3,000,0001.00%
$3,000,000 - $5,000,0000.75%
Greater than $5 million0.50%


Have a Question About Our Fees?

Reach Out

How It Works

Our Process

Whether you’re a business owner operating a seven- or eight-figure operation or an online entrepreneur cracking your first 6-figure year, our process is efficient and straightforward—because we know you’ve got a life and company to tend to.

Uncover

Get to know you, your business & your "why"

Explore

Take a deep dive into your current financial position

Build

Create a plan to address short-term needs and long-term goals

Implement

Guide and hold you accountable as we put your plan into action

Adjust

Life is always changing, so your finances need to be flexible

Clarity Around Your Money Begins With a Conversation

Let's Talk

The Latest Insights

Financial Fitness Is Key to Running a Business
And Experiencing Life with Confidence 

Let's Begin

Offering Virtual & Local Services

Curious about how we can help? If you have a few questions or would like to see if we’re a good fit, fill out the form below, schedule a call or contact us directly.