Struggling to find affordable, personalized financial planning?
Financial planning made simple and accessible
Struggling to find affordable, personalized financial planning?
Financial planning made simple and accessible
What We Do
At Custom Fit Financial, based in Cedar Rapids and serving Iowa City, the rest of Iowa, and clients across the United States through virtual consultations, we are dedicated to guiding individuals through their financial journey, especially those with a net worth of $2 million or less. We understand that everyone’s financial situation is unique, and our mission is to provide personalized, accessible advice to help you reach your financial goals. Whether you’re planning for a secure retirement, managing your day-to-day finances, or navigating tax strategies, we offer tailored solutions that address your specific needs.
Our comprehensive services include budgeting, cash flow management, insurance reviews, tax strategies, and retirement planning, all designed to build a solid financial foundation for your future. We take pride in serving those often overlooked by larger firms, ensuring that professional financial planning is within reach for everyone.
At Custom Fit Financial, we walk with you every step of the way, offering expert guidance to help you make informed decisions about your finances. As you embark on your financial journey, we are committed to ensuring you have the tools and support needed to achieve long-term security and peace of mind. Let us help you turn your financial goals into reality, empowering you to live the retirement you’ve always envisioned with confidence.
