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Kerry O'Brien

Details
  • Company: BeingFIT Financial, LLC
  • Title: Founder, Chief Compliance Officer
  • Service Area: BeingFIT Financial, LLC is a an independent investment firm with core services of Financial planning, Investment management, and Tax preparation (FIT). You may choose to work with BeingFIT for a short-term project engagement, or for an ongoing price paid monthly or quarterly.  Financial planning involves an evaluation of your current and future financial state by using currently known variables to predict future cash flows, asset values, and withdrawal plans. The key defining aspect of financial planning is that through the planning process, all questions, information, and analysis will be considered as they affect and are affected by your entire financial and life situation. BeingFIT aims to empower our clients to not only Being financially FIT, but to Being FIT in all aspects of well-being such as physical, emotional, mental, spiritual, social, environmental, intellectual, and life satisfaction. Specialty services include values based investing, college services, business start-up, and money mindset.  No investment minimums. No commissions. Always a Fiduciary.
About Me
  • Bio:

    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.
  • Description of Services:

    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.

    • Take money measurements
    • Commit to a workable plan
    • Build a strong foundation

    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.

    • Periodic Meetings
    • Consistent Monitoring and Advice
    • Accountability Partner
    • Ongoing Access to a CFP®
    • Wealth and Wellness Events

    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.

    • Start a Small Business
    • Invest in Real Estate
    • Elite Strategy for Education
    • Or, Get a Total Assessment of How You are Doing
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