Divisions

Fitnance

We came up with the idea of "Fitnance" because we believe a well-balanced life includes being fit physically, but also financially. From business owners to those who advocate health and fitness, we understand creating wealth and designing a financial legacy is much more about the journey than the destination. Very much like the journey to better health and wellness.

From risk management, to wealth preservation, to wealth distribution takes careful planning and an understanding of our clients' values. It takes commitment and accountability.

Our Fitnance Division is dedicated to helping our clients balance their financial life. Helping them focus on giving and savings goals, understanding their budget, and protecting their families and businesses.

We have found accountability; goal setting and education are important pieces of any carrying out a successful plan.... financial or fitness. We believe the tenacious attitude of fitness professionals and business owners deserves the same tenacity from us when addressing your financial needs. Through planning and aligning wealth with values, we will help our clients reach and exceed their goals and we develop a relationship that lasts.


Executive Director- Tiffany Taylor

ttaylor@chalkcullum.com



viewpoints

Observations and Updates from CCA
Aug
23

Portfolio Update

As stated in previous posts, we have been monitoring the bond market and the effect rising interest rates and inflation have on the fixed inc... read more

Jul
12

Market Update

We hope you are having a safe and relaxing summer and have found a place to get out of the heat. The second quarter ended with stocks and bon... read more

May
23

Market Update

As we head into summer we thought this would be a good time to provide you our current insights on the equity and bond markets. This has been ... read more

Apr
2

Market Update

2018 is off to a very volatile start in the stock market. The S&P 500 hit an all-time high of 2,872 on January 26 of this year and today ... read more

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