WEALTH MANAGEMENT PARTNERS
BE FIT FINANCIALLY
IGNITE YOUR WEALTH, HEALTH & SUCCESS to
LIVE DELIGHTFULLY!
We guide your Financial success and wellness, we simplify the financial wealth process.
Hello, I'm Michele Nami-VonHoven, RICP, RFC, IAR, NP
Founder & President, Be Fit Financially, LLC,
Retirement Income Certified Professional,
Holistic Fiduciary Adviser,
EBW Certified Money Mentor
Award Winning Author, Speaker
Our Vision: A world where a woman's financial security is as unlimited as her financial empowerment.
Our Mission: EmpowHER women to BE financially secure by flexing their economic power with purposeful financial planning and investing to meet their values based goals and visions so they can live the life they love with No Regrets.
If you want to create more prosperity and abundance in your life with a Holistic and Pro-Active approach to Live and Retire Secure, Savvy & Significant than our system will work for you.
Increasing your net-worth and cash-flow with confidence will provide an added dividend to boosting your self-worth.
You are Net-Worthy!
What's your plan? Here's ours-
THE POWER OF THREE - BFF SystemTM
7 GUIDING PRINCIPAL SOLUTIONS - BFF GPSTM
MMM TO PROSPERITYTM
BE FIT A'TTITUDESTM
HEALTHY, WEALTHY ATTITUDES TO BE F.I.T. TM
THE POWER OF THREE - BFF SystemTM
A Holistic system guiding you through the financial and investing maze from the inside-out. With our empirical techniques, tools and solutions for your lasting retirement, financial security and independence.
YOU ARE NOT ALONE - WE ARE PARTNERS IN YOUR VISION
With over three decades of expertise,
borrow our confidence!
You will gain clarity, direction, focus and confidence to make wise decisions and achieve real results.
Our goal is for you to fulfill your dream list with No Regrets!
Retirement, Investment, Tax & Estate Planning,
Effective & Efficient Planning with
Real Results is our Specialty! for your Peace of Mind.
Our collaborative team of holistic financial planning, investment, tax and estate planning specialist integrate your plans seamlessly.
The POWER OF THREE - BFF SYSTEMTM
PAVING THE PATH TO YOUR LASTING FINANCIAL
INDEPENDENCE AND RETIREMENT SECURITY.
When would you want to know the answer to these questions;
when you have more options or
when you have less options?
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Do you think you pay too much in taxes? Not enough? Don't know?
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Are you protecting yourself from market downturns? Is your portfolio Overweight? Underweight? Too volitile or risky?
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Not sure your money will last as long as you do? Will I have enough money in retirement to live my current lifestyle?
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Are you paying too high fees/expenses in your investments and insurance that's dragging your wealth creation?
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Are you taking unnecessary risk because of excess fees?
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Do you have a Written Financial Plan based on your values or are you playing the Guessing Game?
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Do you have gaps in your finances due to not having a holistic plan?
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Have you been looking at money through a silo with scattered products you were sold?
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What's the best way to draw down cash-flow in retirement?
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Would you like a guaranteed Paycheck in Retirement?
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Will you retire just before the market takes a dive? And you have less money generating income?
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When should I begin Social Security to maximize benefits?
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How do I coordinate Social Security with my investments?
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Will my assets go to the heirs of my choosing or the governments?
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What is your relationship with money?
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Do you feel like you are "separated?" Rewrite Your Money Script!
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How's my Business Planning, Benefits, Business Continuation?
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Will my spouse,partner or family benefit after I'm gone?
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Is my business Structured for maximum tax efficiency?
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Am I sabotaging my goals with old money stories?
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Will I financially afford to complete my bucket list?
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Can you afford college tuition, room & board, all or part?
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Am I sabotaging my goals with old money stories? Or, do you just have a pain in your Ass-ets?
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Do you have a plan when you're no longer here? Or will your family fight over your assets?
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If you are unconscious in the hospital, who will make your medical decisions for you?
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Or, do you just have a pain in your Ass-ets?
OUR TEAM WILL ASSIST YOU TO BE PRO-ACTIVE & LEARN THE ANSWERS WHILE YOU STILL HAVE MORE OPTIONS.
SCHEDULE A DISCOVERY SESSION TO SEE IF WE CAN HELP YOU
BE FIT FINANCIALLY
Receive a BFF FINANCIAL PERSONALITY QUIZ with
Discovery Session. Contact us Today!
Do it now while you have many options!
Michele's Philosophy:
"When you reduce financial stress you will be more productive and happier in all areas of your life!"
BE FINANCIALLY SECURE, SAVVY & SIGNIFICANT AND TELL YOUR FUTURE SELF "I'M READY!"
"The Best Plan is -
The One That's Implemented.
Get a Plan, Get Organized,
Gain Peace of Mind!"
Michele Von Hoven
"There are no unrealistic goals, there are only unrealistic deadlines."
Brian Tracy, International Success Coach & Michele's Co-Author of Ignite Your Life, Secrets to Ignite Your Health,
Wealth & Success
The Power of Three to BFF!
The Power of Three-BFF SystemTM
Your Holistic Roadmap to Riches Guides You to
BE SECURE, SAVVY & SIGNIFICANT!
Do your Investment /Retirement
accounts have a solid foundation? Do they match your Values, your Visions, Velocity, your time frame?
Are you prepared for the 3 Stages of Retirement: The GO-GO Years, The SLOW-GO Years and The NO-GO Years?
Are the tools you will use to implement your financial plans chosen by complete Due-Diligence or are they chosen by a Broker, Banker or Insurance Company recommends based on their firm's product of the day?
A Fiduciary Advisor, sits on the same side of the table with you and designs a Holistic Financial Plan based on Your Best Interest.
Will your foundation be broken by:
Taxes? Inflation?
Health care costs? Longevity? College Costs? Parental Support?
Divorce? Death?
Caregiver Responsibilities?
Unforeseen Expenses?
Market Volitility?
An Unbalanced Portfolio?
When you have a solid foundation, you are setting yourself up for success. Let us help you set your planned foundation. Schedule a meeting to see if we can help you.
- Holistic Financial Solutions aligned with your Goals, Values & Aspirations.
- Tax Centered Focus can save you thousands of dollars, rather than give to Uncle Sam.
- Stress Test Your Portfolio for endurance.
- Golden Nuggets Philosophy for Lasting Retirement Income.
-Estate Plan- Wills, Trusts,
Power-of-Attorney, Living Will,etc.
-Social Security Maximization
- Get Clarity, Direction and Focus with Confidence knowing your are F.I.T.
Financially Independent Today!
Unbiased recommendations for your investments and financial
planning customized for you.
Surrender Financial Stress -
We are Partners in Your Vision
- The Best Plan is -
The One That's Implemented!
Get a Plan, Get Organized,
Gain Peace of Mind!
Your Financial Health is as important as your Physical Health!
BE FIT FINANCIALLY, LLC
WEALTH MANAGEMENT PARTNERS
Investment Management through Pebble Management Group, LLC, Registered Investment Advisor (RIA)
Assets Administered through TD Ameritrade Institutional
TD AMERITRADE INSTITUTIONAL
TD Ameritrade provides comprehensive brokerage and custody services for approximately $1 trillion in assets managed by more than 4,000
fee-based independent registered investment advisors
(RIAs) and many more retail investors.
TD Ameritrade is a staunch advocate for the Fiduciary Standard of Care.
This is the same client-first, ethics-based standard of care used by doctors, attorneys, and CPAs. It stands in stark contrast to the rules-based Suitability Standard of Care under which most firms and salespeople in the
financial services industry operate.