Kerry has over 15 years of experience at large financial institutions, and has maintained the Certified Financial Planner designation since 2012.
She is also an Enrolled Agent (EA); a federally‐authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
Kerry is a hockey mom, fitness enthusiast, and the Founder of BeingFIT Financial, LLC.
Prior to starting BeingFIT Financial, Kerry served as a Financial Planning Consultant to financial advisors, where she created and reviewed thousands of financial plans for optimal strategies and integrity. She also provided financial education and consulting to financial advisors located at various institutions across the country.
Now she loves to combine her analytical brain with her creativity, love of fitness, and passion for helping others.
1. FITness Trainer:
Think of this like hiring a personal trainer to give you an assessment, set you up with a workout plan, and provide some tips and encouragement that you need to get stronger, financially.
2. BeingFIT PASS™ (Personal Advisory Services Subscription)
Think of this like having a Personal CFO for your family — an experienced, trusted, unbiased professional to help manage and guide you on ALL aspects of your financial life — not just the investments.
3. BeingFIT Plan
This one-time plan is for you - if you generally enjoy and feel confident managing your own finances and investments - but need a 2nd opinion every now and then - or have that special goal you need help with.