Schedule a free 30-minute introduction call

Start Your Financial Plan with a Fee-Only, Advice-Only Planner Based in Cedar Rapids, Iowa

 At Custom Fit Financial, we provide personalized, advice-only planning for individuals and couples preparing for or navigating retirement. 

Whether you are in Cedar Rapids or working with us virtually anywhere in the United States, our fee-only approach means unbiased guidance with no commissions or product sales. 

You will get clear, actionable advice on retirement, taxes, cash flow, and more so you can make confident financial decisions with peace of mind. 

What to Expect in Your 30-Minute Introductory Call

 At Custom Fit Financial, we offer a 30-minute introductory call. It’s informal and pressure-free, designed to explore your financial goals and answer questions. As a fiduciary planner, my focus is on understanding your needs and seeing if we’re the right fit. 

Here’s what you can expect:

• A Casual Conversation:  We will talk about your financial goals, challenges, and what matters most to you. There is no need to bring documents. Just come as you are and share what is important. 

• An Overview of Custom Fit Financials' Approach:  We will explain our fiduciary, fee-only, advice-only approach that values transparency and integrity. This is your chance to ask questions about our services and get a clear picture of what working together would look like. 

• No Pressure or Obligation:  This is not a sales call. It is simply a chance to see if our services match your needs. If we both decide to move forward, that is great. If not, we will respect your decision and you will not receive unwanted emails or calls. 

• A Virtual Meeting for Your Convenience:  Since we are a virtual practice, our meetings take place online. This makes scheduling flexible and convenient no matter where you live. 

Ready to get started? 

Book your 30-minute introductory call today to see if Custom Fit Financial is the right fit for you!