Do you ever wonder if the financial industry is on your side?
You have invested years of hard work to get where you are today and deserve to have your earnings work for you. You appreciate technology and expect your financial advisor to put it to good use. You understand that the right financial advisor for you might be around the corner or across the country, and you do not let geography limit your choices in today’s connected world. It is time for you to get the type of financial advice that you both need and deserve. FIT Advisors serves Gen X professionals in the wealth accumulation stage using a transparent fee structure which eliminates any conflicts of interest.
A Trustworthy Alternative to the Status Quo
I am Anjali Jariwala, CPA, CFP®. While working at a large financial planning firm serving high net worth clients, I realized that the advice I was giving to my friends and family was not readily available to most young professionals. I decided I could make a bigger impact by starting my own firm. I founded FIT Advisors to empower Gen X professionals to discover and reach their life goals while building a stable financial future.
The financial planning industry generally operates under one of two primary models: 1) Serving high net worth individuals approaching retirement, or 2) charging high fees and pushing unnecessary products – mutual funds with loads, unneeded insurance policies, high fee annuity policies – to clients. Firms earn commissions on these products, which the client may not realize, and thus incentives are not always aligned. I am committed to what is in your best interest so I operate with a transparent fee structure with no commissions, hidden costs or conflicts-of-interest.
I understand the intricacies of physicians (like my husband) and other young professionals as we are also in the wealth accumulation stage of our lives. There is immense value in having a financial advisor early in your career to maximize your future success. I am highly trained in investment management as well as financial and tax planning. I have Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNING™ (CFP®) designations in addition to 7 years of experience at PricewaterhouseCoopers and 2 years at a prestigious financial planning firm. Click here to view my LinkedIn page. By utilizing my vast experience serving high net worth individuals and Fortune 500 companies, I can help you navigate the complexities of your financial life to help you get FIT financially!
What Does Certified Really Mean?
Most people think all financial planners are “certified” but that is not the case. Only the CERTIFIED FINANCIAL PLANNER™ certification represents the highest level of competency, ethics and professionalism in the industry. We are held to a fiduciary standard, meaning we act only in your best interest when giving you advice.
Schedule Your Consultation with Anjali
If you are ready to get started on your financial plan, I would love to help you get FIT financially. Whether you are in Chicago or the far reaches of the country, I utilize the latest technology to make the process smooth and easy. Just click below to get started.