During your Financial Fitness Campaign, you will recieve Financial Fitness Tool Kits in each of teh Four Financial Fitness Factors. These Four Financial Fitness Factors are: 

  1. Money Management
  2. Income & Identity Protection
  3. Retirement Planning
  4. Estate Planning

We define these Four Financial Fitness Factors as follows:

Money Management: Managing your “life spend” so you can have the “life style” you desire and your family deserves. Setting financial goals and then making decisions about how, where & why to spend money so you can achieve those goals.

Income & Identity Protection: Income Protection is protecting you and your family from loss of income due to death, disability or inflation. Identity protection: protecting your personal identifying data from misuse and abuse. Personal identifying data includes SSN, DOB, medical records or income/tax information. 

Most people don’t recognize that your identity is more important than your income. Stolen identity can seriously and negatively impact your income. 

Retirement Planning: Determining the retirement lifestyle you desire and how much money it would take to achieve and sustain this retirement lifestyle. Then setting goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets

Financial Fitness 4 Factor Score

The first tool you would use is the Financial Fitness 4 Factor Assessment.

This assessment identifies your Strengths & Weaknesses on the Four Factors of Financial Fitness. This allows us to develop a Financial Fitness Playbook for you, so you can win the game of Personal Financial Fitness.




Complete this quiz below and you will get your 4FFF Score.

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1. Do you have a Monthly Budget?

2. Do you have life insurance with coverage at least 10 - 12 times your annual net take home income or a minimum of $100,000 coverage ?


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