At Fiscal Fitness we help people shape up their financial lives, by providing objective financial advice to suit their goals and values. We have no minimum client net worth or income requirements. We are fee-only advisors, meaning we work for our clients, not for commissions. 2021 limits: Elective deferral limit for 401(k), 403(b), and 457 remains the same for 2021: $19,500, with $6500 catch-up for age 50 and over.
Phase-out for Roth IRA contributions increases to adjusted gross income of $198,000 - $208,000 for Married Filing Joint taxpayers, $125,000 - $140,000 for single filers. We can help with these and myriad other financial issues. To learn how our services can address your needs, call 608-848-1133 to schedule your no-obligation "Get Acquainted" meeting.
Disclosure: All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kathy Hankard, President, Fiscal Fitness, or her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.
Phase-out for Roth IRA contributions increases to adjusted gross income of $198,000 - $208,000 for Married Filing Joint taxpayers, $125,000 - $140,000 for single filers. We can help with these and myriad other financial issues. To learn how our services can address your needs, call 608-848-1133 to schedule your no-obligation "Get Acquainted" meeting.
Disclosure: All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kathy Hankard, President, Fiscal Fitness, or her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.
Services
I'm Kathy Hankard, Principal of Fiscal Fitness, LLC, a fee-only financial planning firm located in Verona, Wisconsin, just outside of Madison.
I founded Fiscal Fitness in 2006 to provide straightforward, objective financial advice to people from all walks of life.
I have helped over 300 clients improve their financial future, and I'd like to help you too!
I am a CERTIFIED FINANCIAL PLANNER professional, having completed the certification program through The College for Financial Planning in Denver, Colorado, passed the 2-day comprehensive CFP(R) certification examination, and completed the CFP Board's experience, ethics, and ongoing education requirements.
I founded Fiscal Fitness in 2006 to provide straightforward, objective financial advice to people from all walks of life.
I have helped over 300 clients improve their financial future, and I'd like to help you too!
I am a CERTIFIED FINANCIAL PLANNER professional, having completed the certification program through The College for Financial Planning in Denver, Colorado, passed the 2-day comprehensive CFP(R) certification examination, and completed the CFP Board's experience, ethics, and ongoing education requirements.
At Fiscal Fitness we offer flexible services to fit our clients' needs.
As fee-only advisors, we sell knowledge, not products.
We are not compensated by commission, which enables us to be objective and put your interests first.
We gather the information we need to assist you.
We assess your financial risk tolerance to help ensure that our recommendations will be a good fit for you.
We analyze your information and determine specific strategies to achieve your goals and objectives.
We meet with you to present our recommendations and provide clear instructions for implementation.
As fee-only advisors, we sell knowledge, not products.
We are not compensated by commission, which enables us to be objective and put your interests first.
We gather the information we need to assist you.
We assess your financial risk tolerance to help ensure that our recommendations will be a good fit for you.
We analyze your information and determine specific strategies to achieve your goals and objectives.
We meet with you to present our recommendations and provide clear instructions for implementation.
From the beltline in Madison (highway 12/18), take the Verona Road exit, highway 151 south/18 west.
Proceed a few miles, take the first Verona exit (#81) off of Highway 151.
Go straight at the lights at the end of the off-ramp.
You are now on East Verona Ave.
Shortly after passing McDonalds then Culvers (both on your right), you'll see us on the left.
We're in a white house on the corner of East Verona Ave. and South Jefferson St.
The entrance to the parking lot is just past the building.
Proceed a few miles, take the first Verona exit (#81) off of Highway 151.
Go straight at the lights at the end of the off-ramp.
You are now on East Verona Ave.
Shortly after passing McDonalds then Culvers (both on your right), you'll see us on the left.
We're in a white house on the corner of East Verona Ave. and South Jefferson St.
The entrance to the parking lot is just past the building.
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