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:
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.
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.
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.
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.
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.
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.
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 and fishing.
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 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.
Personal Financial Planning
Cash flow & debt management
Retirement income planning
Tax planning
Estate planning
Risk management
Investment management
Business Financial Planning
How to integrate business and personal finances
When, how much, and how often to pay yourself
Suggested Key Performance Indicators
Cash flow banking
Retirement plan guidance
Growth & succession planning
| Essentials (Low Complexity) | $3,000/year |
| Intermediate (Moderate Complexity) | $4,500/year |
| Premier (High Complexity) | $6,000/year |
| $0 - $1,000,000 | 1.25% |
| $1,000,000 - $3,000,000 | 1.00% |
| $3,000,000 - $5,000,000 | 0.75% |
| Greater than $5 million | 0.50% |
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.
UncoverGet to know you, your business & your "why"
ExploreTake a deep dive into your current financial position
BuildCreate a plan to address short-term needs and long-term goals
ImplementGuide and hold you accountable as we put your plan into action
AdjustLife is always changing, so your finances need to be flexible
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.
