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 and Y professionals in the wealth accumulation stage using a transparent fee structure which eliminates any conflicts of interest.
A Trustworthy Alternative to the Status Quo
Anjali Jariwala, CPA, CFP® – While working at a large financial planning firm serving high net worth clients, Anjali realized the advice she was giving to friends and family was not readily available to most young professionals. She decided she could make a bigger impact by starting her own firm. Anjali 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. Anjali is committed to what is in her client’s best interest so FIT Advisors operates with a transparent fee structure with no commissions, hidden costs or conflicts-of-interest.
Anjali understands the intricacies of physicians (like her husband) and other young professionals as she is also in the wealth accumulation stage. There is immense value in having a financial advisor early in your career to maximize your future success. She is highly trained in investment management as well as financial and tax planning. Anjali has 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 her 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!
Jennifer Pritchard, CFP® – Jennifer joined FIT Advisors in 2016 as a Financial Planning Associate. She has a degree in Personal Financial Planning from Texas Tech University and holds the Certified Financial Planning (CFP) designation. She is also on the board of the Financial Planning Association of Houston where she oversees events for the Nexgen (age 36 and under) group of the association. Click here to view her LinkedIn page.
Jennifer has a strong passion for financial planning and helping clients reach their goals. As a Gen Y professional, Jennifer is committed to helping those who may have been turned away by the traditional financial planning industry. She truly believes in the importance of having an advisor early in life to help clients match their finances with their goals and values. As someone who is managing her student loan debt, building her career and planning for future goals, Jennifer understands the intricacies of residents and fellows.
Jennifer resides in Houston, Texas where she grew up. In her free time, you can find her hiking, kayaking, and going on road trips. You can also find her hanging out with her friends and family around a bonfire or out by the pool.
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
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.