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Get Financially FIT


We're on a mission to help you live your best life.

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Get Financially FIT


We're on a mission to help you live your best life.

 

we are the financial gym.

We're a new-age financial services company focused on providing affordable financial training so you can achieve financial freedom. 

Financial freedom means achieving balance, decreasing stress and having money that works for you, rather than the other way around. Similar to a gym (but without the traditional exercise equipment), the Financial Gym is where you go to work out your assets. We've adopted the gym concept because our Certified Financial Trainers work with you one-on-one to outline & achieve your financial goals. Whether you have student loans, credit card debt, challenges with budgeting, saving or investment questions – we’ve got you covered. 

 
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finance is personal


finance is personal


We're putting the 'personal' back in 'personal finance.'

No longer is your only affordable option an app or a website without any guidance.  And no, you don't have to wait until you have 'enough money' to hire a "traditional" (READ: expensive, confusing and old-school) financial advisor.

Now you can get financially fit and feel confident knowing you’re not in it alone. At the Financial Gym our trainers work with you one-on-one to keep you supported, accountable and working towards accomplishing your goals.

 

What We Offer

We offer individualized support with financial trainers, a comprehensive financial plan and accountability with quarterly "weigh-ins."

Real World Solutions

You’re not going to find stiff suits and trite advice here. We’re want everyone to know the financial basics and implement them with enthusiasm.

Schedule An Appointment

Are you ready to take your financial future into your own hands? Then set a date to chat with one of our financial trainers!

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OUR mission


OUR mission


We exist to help people with an affordable and trustworthy option to achieving financial freedom.

We'll help you with your full financial picture: outline your goals, budget, savings, investments and continually optimize to help you accomplish your life goals.


 

do i need financial services?

  • Are you living paycheck to paycheck?
  • Have you ever tossed a credit card bill into a drawer to avoid looking at it?
  • Do you feel like you’ll never achieve the financial success of your parents?
  • Do you want to travel and live life to the fullest but feel strapped by student loan debt or other financial commitments?
  • Are you about to get married and have yet to get financially naked with your significant other?
  • Do you want to invest but you’re scared to do it on your own?
  • How about wanting to understand your 401k better and knowing how much is enough for you to retire on anyways?
  • Do you fight about money and money decisions with your significant other?

If you answered "yes" to any of these, let's chat!

 
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WHY A GYM?


WHY A GYM?


Money Talks.

Talk Money.

At the Financial Gym, we're blending what we love about gyms and introducing people to the world of finance. It's about getting #financiallyfit in a fun way. Aside from being fun, it's also affordable because we believe financial freedom is for everyone.

Our Certified Financial Trainers (CFTs) are approachable and dedicated to helping you reach your financial goals in an engaging way.

 

We know talking money can be tough. That's why our 'gym equipment' consists of wine and tissues.

Once you get everything out into the open with your trainer, we'll get moving on helping you build the life of your dreams!

Pop a bottle of wine with us in a relaxed environment or attend one of our workshops with your money tribe and you'll see.

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VALUES


Help our Clients achieve Financial Freedom

Have fun doing it!

Motivate + Celebrate Financial Successes

Be Approachable + Trustworthy

Foster Team Spirit - We're in this together!

VALUES


Help our Clients achieve Financial Freedom

Have fun doing it!

Motivate + Celebrate Financial Successes

Be Approachable + Trustworthy

Foster Team Spirit - We're in this together!

A holistic approach to your finances

Technology is great, but unfortunately the financial solutions available to us only address one or two aspects of our lives. For many of us, our financial picture is like a puzzle with pieces scattered all over the place; and the technology only puts together parts of the puzzle.

We want to put it all together for you!

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Financial Goals

Have you set financial goals for yourself? Do you even know what you can accomplish financially? Our clients with the most clearly articulated financial goals get the best results. We can help you determine and achieve yours!

CREDIT

Do you know your credit score? Have you had problems with credit in the past and don’t know how to move forward? Do you know that a great credit score can help you travel the world?

Emergency Fund

63% of Americans couldn’t handle a $500 emergency because they have minimal emergency funds. We have clients who started with us in this position too and now they don’t stress the financial emergencies.

Savings

For most of us, savings is an afterthought and what we do with our leftover money at the end of the month. Our clients are saving at rates of 20-25% of their gross incomes and still living lives filled with joy.

BUDGET

Budgets are like diets, no one wants to be on one, but did you know that just like diets, there are a number of ways to budget? We help our clients find the most successful budget for their lifestyle so they can accomplish their financial goals.

MORTGAGE

Home ownership is a dream that many Americans feel they can’t achieve, but if you wanted to accomplish it, do you have the plan for how to get there? Do you understand what the process will look like and how you should avoid becoming home poor at the advice of mortgage brokers?

STUDENT LOAN debt

71% of students are graduating with student loan debt. Do you know how to manage yours while also accomplishing other life goals? There are literally dozens of student loan repayment options available; and we’ll help you pick the best one for you and your life goals.

RETIREMENT

We hate the word retirement, it makes us think of the point in our lives where we’re winding down and living on fixed incomes. We like the words “financial freedom,” and that’s what we help our clients achieve. We want our clients to have the freedom to work or not and to reach that point before they’re eligible for social security.

INVESTING

Do you know what an ETF is? Are you scared to invest on your own? If you answered no and yes, then you’re just like our founder Shannon was before she became a financial advisor; and she’s trained her trainers how to empower and educate our clients so that they can invest and make their money work for them. 


Ready to take control of your finances?