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A Personal Note from Brent Treece

Hello,


Thank you for your interest in working with us. We ask that you complete this form, so we have some insight into your needs & can learn more about you. Once you complete the form and schedule a meeting time, please click the "Submit" button at the bottom right to send us your application.


When you are ready to begin, click the Start button below.


If you have any questions along the way, please reach out to us through email at brent@fitfinancialllc.com.


Kind Regards,

Brent Treece

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(Special Circumstance: Abrupt Retirement Restructuring, an Estate Transfer, a Business Transition or Exit, Taxes, etc.) 

If you aren't working toward anything specific, you're more likely to spend more than you should and come up short when an unexpected situation arises. Please select below the goals that you're interested in for each time period.


Eliminate or reduce my debt
Optimize my spending habits
Make a major purchase
Make a major sale
Build an emergency fund
Invest more
Save for retirment
Save for a special event/occasion
Start or expand a business
Exit or transition a business
Fund education (for yourself or family)
 
Eliminate or reduce my debt
Optimize my spending habits
Make a major purchase
Make a major sale
Build an emergency fund
Invest more
Save for retirement
Save for a special event/occasion
Start or expand a business
Exit or transition a business
Fund education (for yourself or family)
 
Eliminate or reduce my debt
Optimize my spending habits
Make a major purchase
Make a major sale
Build an emergency fund
Invest more
Save for retirement
Save for a special event/occasion
Start or expand a business
Exit or transition a business
Fund education (for yourself or family)
 
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Trust and Estate Matters
Insurance Review and Consultation
Tax Preparation
Bookkeeping
Tax Advisory Consultation
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Thank you  for taking the time to complete this application.


I will be in touch once I have a chance to review it.


Brent Treece

+1 501-428-7570


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