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.
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.
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!
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.
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.
Reviews (1)
C. B. Lindeman
Dec 01, 2021
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Kathy has been working with us for over five years now and we highly recommend her. She is fee-based, which means she does NOT sell or suggest stocks, funds, investments, etc and receive a percentage (kickback) from them. She strictly works for her clients, creating the best plan for you. Unbiased, extremely knowledgeable, professional and thorough. Very satisfied working with her for our retirement & college planning.
