What is Financial Fitness?

Financial Plans Aren't Just For The 1%

Only 31% of financial decision makers in families say they have created a comprehensive financial plan either on their own or with professional help, according to the 2014 Household Financial Planning Survey conducted by the Certified Financial Planner Board of Standards.


The Board defines a comprehensive financial plan as one that covers savings and investments; planning for retirement, education, emergencies, major purchases, and other financial goals; and insurance needs.


Quality advice is hard to find. Wealth Management Financial Advisors  focuses on providing sound financial advice for individuals and businesses owners like you. We have a comprehensive approach that is focused on determining what is most prudent and beneficial for you.

Financial Fitness

Just like any goal, getting finances stable and becoming financially fit requires the development of good financial habits.

The qualities necessary for financial fitness are 

  • Motivation

  • Self-Discipline

  • The Ability to Say  "NO"

  • The Ability to Prioritize

  • Allocation of Time & Energy


Now, more than ever, planning is the essential first step towards financial fitness. A good financial plan along with sound financial advice can help to make your financial future more manageable. When left to chance, your financial situation can drift from your goals. Your financial adviser can help you define your goals and stay on track.



3701 Long Beach Blvd. Suite 100, Long Beach CA 90807

Tel: (877) 828-8877

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