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.
An ideal fit for Custom Fit Financial LLC's services would be individuals with a net worth of $1 million or lower. These clients often face challenges in accessing financial services due to high costs or being overlooked by other firms. Custom Fit Financial specializes in providing tailored financial planning for people in this demographic, offering services like cash flow management, retirement planning, tax strategies, and estate planning without the high fees typically associated with larger firms. The firm's fee-only structure ensures that clients pay only for the services they receive, making it more accessible.
For clients with a higher net worth, we are happy to have a conversation to determine if there is a fit. If not, we can assist in finding a firm that better suits 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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