FINANCIAL PLANNING FOR HEALTH & FITNESS BUSINESS OWNERS
Investments | Tax Strategy | Wealth Planning
Bring your business cash flow, tax strategy, investments and personal finances together, so you can build wealth with the money you're making.
Built for health & fitness business owners.
As your income grows, so do the financial decisions that come with it. How much should stay in the business? How much should you pay yourself? What should you be doing to reduce taxes? How much should you invest? And how do all of those decisions work together?
We work with successful health and fitness business owners who are ready for a financial strategy built around the business they’re growing and the wealth it’s creating.
The Fit Wealth Program
You're making good money. Now you need a system for what to do with it.
Designed for profitable health and fitness business owners who have excess cash flow and want a clear strategy for turning business income into long-term wealth.
We'll help you determine how much to keep in the business, pay yourself, reserve for taxes and hold in cash— then create an investment strategy for consistently putting excess money to work.
Learn MoreWealth Management + Personal CFO
Your investments shouldn't exist separately from the rest of your finances.
For established health and fitness business owners, we provide ongoing investment management and financial planning designed around the business you're building.
We manage your investment portfolio while coordinating the decisions around it—including tax strategy, cash flow, retirement planning, business planning and long-term wealth strategy.
The result is one advisory relationship connecting your business success, investments and personal financial life.
Learn MoreYour business is growing. Your wealth should be too.
We help successful health and fitness business owners invest wisely, plan strategically for taxes, and make smarter decisions with the money their business creates.
Turn Excess Cash Flow Into Invested Wealth
A profitable business creates options. The question is what to do with the money as it comes in.
We help you determine what stays in the business, what you pay yourself, what you set aside for taxes, and what can be consistently invested—then manage those investments as part of your larger financial strategy.
Advice That Sees the Whole Picture
Financial decisions rarely happen in isolation. An investment decision can affect your taxes. A business decision can change your personal financial plan. And a recommendation from one professional can have implications somewhere else.
As fiduciary advisors, we look across the entire picture and coordinate with your CPA, attorney, and other professionals so important decisions aren't being made in silos.
Investment Management Built Around You
Your portfolio should reflect more than a risk score. We build and manage an investment strategy around your goals, tax considerations, time horizon, and the wealth you're building both inside and outside your business.
As your financial picture evolves, your investment strategy evolves with it.
More Success. More Decisions.
As your business grows, the financial decisions don't get smaller, they multiply.
What used to be a few easy decisions, can quickly become questions about:
- Where to put excess cash
- When to invest
- Which accounts or strategies make sense
- How much to reinvest in the business
- What opportunities are worth pursuing
- How today's decisions affect the bigger picture.
At a certain level, having more accounts, more professionals, and more options isn't the answer.
You need a financial strategy capable of keeping up with the business you're building.
Schedule a Strategy Call
The Fit Wealth Wheel of Wealth
One strategy. Every part of your wealth working together.
Your business, investments, taxes, and personal finances don't operate independently and your financial plan shouldn't either.
The Wheel of Wealth is our framework for making smarter decisions across your entire financial picture as your business, wealth, and opportunities continue to grow.
Sound Like the Kind of Support You Need?
Introduce yourself and see if we're a good fit
Schedule a ConversationProfitable & Growing Business Owners
Your business is growing, and creating opportunities for you to build wealth.
You're ready for a financial advisor who understands entrepreneurship, can manage the money you're accumulating, and has the depth to grow with you as your financial life becomes more complex.
Learn MoreEstablished Business Owners With More Complexity
As your income and wealth grow, so does the complexity around managing it.
You may have investments, a growing tax liability, multiple accounts, and bigger decisions competing for your attention.
You're looking for an advisory relationship that can manage your investments, anticipate financial opportunities, and coordinate the increasingly complex decisions that come with success.
Learn MoreThe Fit Wealth Show
Welcome to The Fit Wealth Show, hosted by Amanda and Shawn Hanquist, CFP®.
Built for health and fitness business owners who know how to make money and want to make smarter decisions with what they’re building.
Each episode brings practical conversations around investing, tax strategy, business and personal finances, building long-term wealth, and the financial decisions that come with growing a successful business.
Because making more money is only part of the equation. What you do with it matters.
Listen to the Podcast
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Fit Wealth Advisors, LLC. d/b/a 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.Â