Please reach us at chad@customfitfinancial.com if you cannot find an answer to your question.
We are based in Cedar Rapids, Iowa, but our meetings are virtual, allowing us to work with clients from all over the country. Meetings are scheduled by appointment, and we're flexible—offering times that include non-traditional business hours to fit your busy life.
We cover a wide range of financial topics designed to help you achieve your financial goals. This includes comprehensive retirement planning to ensure your long-term security, risk management to protect your assets, and insurance planning to make sure you’re properly covered. We also focus on tax strategies to minimize what you owe and estate planning to ensure your legacy is handled according to your wishes. Our approach includes practical solutions tailored to your unique situation, helping you build a solid financial foundation for the future.
Custom Fit Financial LLC is a fiduciary, fee-only financial planning firm ideal for individuals with a net worth of $2 million or less, with no minimum net worth requirement. We understand that clients in this demographic often face challenges accessing affordable, comprehensive financial services, as they’re frequently overlooked by larger firms. Custom Fit Financial specializes in tailored financial planning, including cash flow management, retirement planning, tax strategies, and estate planning—delivered without the high fees typically associated with bigger firms. Our fee-only structure ensures clients only pay for the services they need, making high-quality financial planning more accessible.
For clients with higher net worths, we are happy to explore whether our services are a good fit. If not, we can assist in finding a firm better suited to their needs.
Our process begins with an initial meeting to gather important data, using eMoney in an interactive way to get a clear picture of your financial situation. In our second meeting, we focus on the areas that matter most to you. By the third meeting, we address additional important topics that weren't top priorities earlier, and we also revisit any questions or items from previous meetings. This process is typically completed within eight weeks to maintain momentum and ensure timely progress.
Sometimes, you might have specific questions or need a few hours of assistance. This could involve selecting company benefits, evaluating an insurance policy, or understanding the differences between Traditional and Roth IRAs—the possibilities are endless.
For hourly planning, we start with a meeting to discuss your objectives, and then we'll provide a quote for the estimated hours needed to address your questions.
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