Our Process

Access the Best Online Planning Software

FIT provides our clients with access to a premium software called eMoney that helps with comprehensive planning. You gain access to a personalized portal where you can see up-to-date values for all your investments and net worth. Beyond that, eMoney has the ability to complete advanced planning, account aggregation, analytics, cash flow projections, and even retirement planning.

Organize & Locate

First thing FIT does is organize.  Many people have old 401(k) still at their old company.  Many people have 3 or 4 IRA’s. FIT helps people organize and locate all of these assets so we can consolidate down to one account.

Optimize & Improve

Once FIT knows what our clients have, its time to optimize and improve.  On the investment side, FIT uses in-house research and tools to craft the most efficient portfolios.  FIT has a systematic and repeatable process for analyzing the markets, stock, bonds, and alternatives.

Plan & Review

After we organize and optimize we start the financial plan.  We sit down with our client to figure out the best asset allocation to match the clients short and long-term goals.  It’s also very important to review this plan 2x year.  As life happens, plans often change direction and FIT is at the center of helping you deal with those changes.