We Help Business Owners Turn Income Into Long-Term Wealth
Through Personal CFO-Level Strategy that aligns your cash flow, tax strategy, and investments, so every dollar has a purpose.
You're a Business Owner Doing Well- But Still Feel Unclear
You’re making money.
Your business is growing.
But behind the scenes:
- You’re not sure how much you should actually be paying yourself
- Taxes feel reactive instead of strategic
- Investments are scattered or underutilized
- You don’t know your “financial freedom number”
- And everything feels… disconnected
You’ve outgrown basic advice.
But you don’t have a true financial strategy pulling it all together.
Schedule a Strategy Call
We Aren't Your Traditional Financial Advisor
We don’t just manage investments.
And we’re not your CPA.
We act as your Personal CFO—bringing every part of your financial life together so you can make better decisions with clarity and confidence.
Built Around Cash Flow, Smart Tax Planning, and Long-Term Goals
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As your Personal CFO, we start by understanding how money truly flows through your life—not just on paper, but in practice.
From there, we align your investments and tax strategy so everything works together with intention.
A Fiduciary Guide in Your Corner
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We act in your best interest at every step—working alongside your CPA and other advisors to ensure your financial, tax, and legal strategies are aligned, coordinated, and nothing gets overlooked as your life evolves.
Personalized Investment & Wealth Strategy
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Your investment plan is thoughtfully designed around your goals, tax situation, and timeline — and fully integrated into your broader financial picture, so every decision supports the life you want to live.
Where Income, Strategy, and Wealth Come Together
At Fit Wealth, your investments, financial plan, and tax strategy are designed to work together—built around the complexity of growing business income. When aligned, they move you beyond simply managing money and into a clear, intentional path toward sustainable, long-term wealth.
1. Discover: Understanding What Matters Most
2. Design: Creating Your Personalized Strategy
3. Implement: Putting Your Plan Into Action
4. Evolve: Ongoing Guidance as Life Changes
What You Receive with Your Plan
Your retirement plan is built using several key reports that help us evaluate your income strategy, investment risk, asset allocation, and overall financial picture so everything works together.
Social Security Maximization Report
We analyze your Social Security options and help determine the best time and strategy to claim benefits to maximize your lifetime income.
Financial Overview Report
A complete snapshot of your current financial life all in one spot so you can see the big picture clearly.
Color of Money Risk Assessment
This report helps determine how much market risk is appropriate for you so your investments align with your comfort level and retirement timeline.
Asset Allocation Report
We review how your investments are allocated and make recommendations to ensure your portfolio is properly positioned.
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Retirement Compass Plan Report
This report brings everything together - your income, investments, risk, taxes, and long-term strategy - into one clear retirement roadmap.
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Tax Planning Is Part of the Plan
Most people spend their working years saving into tax-deferred accounts, but without a tax strategy in retirement, a large portion of those savings may end up going back to taxes.
We review your tax return and income each year to identify opportunities such as Roth conversions, withdrawal strategies, and tax-efficient investing so we can reduce taxes over your lifetime, not just this year.
Retirement planning isn’t just about growing your money, it’s also about keeping more of it.
Sound Like the Kind of Support You Need?
Introduce yourself and see if we're a good fit
Schedule a ConversationÂ
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The Retire and Live Well Podcast
 Welcome to The Retire and Live Well Podcast, hosted by financial planner Amanda Hanquist. This podcast is designed for people who want more than just a retirement date, they want a plan that supports an active, healthy, and fulfilling life for decades to come.
Each episode explores retirement planning, investing, tax strategy, and long-term decision-making through the lens of longevity and lifestyle. The focus isn’t on chasing trends or quick wins, it’s on building steady, sustainable financial strength over time.Â
Listen to the Podcast
Fit Wealth is a registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.