Invest Wisely | Reduce Taxes | Informed Decisions
Through Personal CFO Strategy —bringing your investments, tax strategy and financial plan together so every decision moves you forward.
You've Built a lot, But is it Working Together?
You may have:
- Strong income and consistent savings, but no plan for it
- Investment accounts, but across different platforms
- A CPA handling your taxes each year, but no strategy for tax efficiency
Without coordination, it’s hard to know if everything is aligned toward the same goal, whether you’re making the most efficient decisions, or if you’re truly on track for the life you want.
It’s not about doing more, it’s about having a structure that brings everything together.
Schedule a Strategy Call
Most have built a strong financial foundation, what’s often missing is a plan that connects it all.
Â
Built Around Cash Flow, Smart Tax Planning, and Long-Term Goals
Â
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
Â
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
Â
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.
Fit Wealth's Wheel of Wealth
Our structured process brings every part of your financial life together, so your decisions are aligned, intentional, and driven by your purpose.
Who We Do Our Best Work With
Our clients who gain the most value from our services have $300K+ in earned income or $500K+ in investable assets and are looking for a long-term advisory relationship.
Successful Business Owners
You’ve built a successful business and generate strong income, but now want a clear plan that aligns your money with the life you want to live.
You’re looking for structure around cash flow, tax strategy, and how to deploy excess income with intention and purpose.
Learn MoreRetirees & Pre-Retirees
You’re approaching or in retirement and want to feel confident in your shift from building wealth, to creating a reliable income strategy for long-term sustainability.
You want to know your plan will support your lifestyle, now and in the years ahead.
Learn MoreSound Like the Kind of Support You Need?
Introduce yourself and see if we're a good fit
Schedule a ConversationThe Fit Wealth Show
Welcome to The Fit Wealth Show, hosted by Amanda and Shawn Hanquist, CFP®.
This show is designed for those who want a more intentional approach to their money and a clear plan that supports how they want to live now and in the future.
Each episode explores how to structure your money, create long-term tax efficiency, and align your investments—so every financial decision is intentional, aligned, and purpose-driven.
Listen to the Podcast
Â
Want to Stay Connected?
Subscribe to our email list
You're safe with me. I'll never spam you or sell your contact info.
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.