Your financial plan is a journey. You will traverse beautiful vistas and forge challenging valleys. Without planning, you may wander and find yourself lost. The key is to have a compass, a legend, and a guide. At WittFit Financial, we coach, teach, and mentor our clients so they stay on their path to achieve their dreams.
Financial Coaching and mentorship
Paul M. Witt, Ph. D.
About Us
Our mission is your goals
WittFit Financial provides financial planning and investment advisory services.
Our vision is financial fitness for all clients. WittFit Financial’s
company-client relationship mirrors a coach-athlete relationship. We coach
clients on financial planning, wealth management, and risk tolerance. We
provide timely information, skills, and analysis. WittFit Financial helps our clients
set milestones and provide plans and recommendations to achieve those goals.
At WittFit Financial, we support and encourage clients when making financial
decisions. Like the athlete, our clients’ financial journey is their race to run.
Our mission is to provide client-specific coaching and mentoring, enabling our
customers to attain their goals.
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness. Annual income twenty pounds, annual expenditure twenty pound ought and six, result misery. – W Micawber, David Copperfield, Charles Dickens
Our Service
Services We Offer
We strive to elevate our clients’ financial knowledge and confidence. We provide services that inform and education across all financial planning needs. A few of our many services are listed below. To support our clients’ goals, we keep our fees low at $100/hr, with all time charged pre-determined. This way you know the exact cost for the specific service.
My story
Finance as a passion
When I was young, I was amazed that a bank was willing to pay me to ‘hold’ my money. In my mind, I was making money while going to school, playing football or baseball, or hanging out with my friends. Making money without working! This naïve start sparked my personal financial planning passion that has carried me throughout my life.
My career, however, took me in a different direction. I studied chemical engineering at Iowa State University and followed with a Ph.D. at the University of Minnesota. I was hired by Union Carbide, now part of Dow Chemical, and worked there for over 26 years. On day one, I was overwhelmed by the diversity of options and investment opportunities. I felt I needed to make immediate decisions with long-term consequences. Finance was not part of my engineering curricula. I was unprepared to make critical financial decisions. I learned through several mistakes, further self-education, and direct application. These lessons helped me recognize the importance of financial expertise. However, when I surveyed financial advisors I found their knowledge was limited, they sold products instead of services, and charged large assets-under-management fees. I was left to do it myself. I started WittFit Financial, LLC to fill the gap. I provide personal finance education and conflict-free financial services at reasonable fees. I educate, support, and mentor so that my clients’ financial knowledge increases and they are more comfortable with their own decisions and goals. This allows my clients peace-of-mind to enjoy their hobbies and comfort in knowing they are fully part of the decision process.
