A financial education
at your team’s fingertips
Your team will learn and engage directly with a CERTIFIED FINANCIAL PLANNER professional through the financial fitness mobile app.
A financial education
at your team’s fingertips
Your team will learn and engage directly with a CERTIFIED FINANCIAL PLANNER professional through the financial fitness mobile app.
Understand your budget
A monthly budget takes a month to understand. We hold your employees’ hand through the first 4 weeks so they have a complete understanding of their money.
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!
CLICK EACH PHONE TO PREVIEW
CLICK EACH PHONE TO PREVIEW
Learn investment fundamentals
The language of money is hard to understand. We teach your employees basic investment fundamentals so they are ready to have their money work for them.
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!
Take action
Getting started is the hardest part. We provide fiduciary solutions to your employees so can engage in investing, planning and insurance solutions all through the Financial Fitness mobile application.
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!
CLICK EACH PHONE TO PREVIEW
Understand your budget
CLICK EACH PHONE TO PREVIEW
A monthly budget takes a month to understand. We hold your employees’ hand through the first 4 weeks so they have a complete understanding of their money.
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!
Learn investment fundamentals.
CLICK EACH PHONE TO PREVIEW
The language of money is hard to understand. We teach your employees basic investment fundamentals so they are ready to have their money work for them.
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!
Take action
CLICK EACH PHONE TO PREVIEW
Getting started is the hardest part. We provide fiduciary solutions to your employees so can engage in investing, planning and insurance solutions all through the Financial Fitness mobile application.
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!
GET STARTED TODAY
GET IN TOUCH
ENROLL YOUR TEAM
DOWNLOAD THE APP
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!
GET STARTED TODAY
GET IN TOUCH
ENROLL YOUR TEAM
DOWNLOAD THE APP
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!