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Helping You Accomplish More Through Purposeful Planning

Live By Design, Not Default

Beautiful scenery landscape of the Matheson Lake Fox Glacier town Southern Alps Mountain Valleys New Zealand

Building a Strong Foundation for Your Life

Hard work and dedication usually result in success, but if you’re intentional with your time and resources, it can take what you accomplish to a whole new level. At CoreFit Financial, we believe that just like a strong core should be the foundation of your physical wellness, a purposeful plan should be the core of your financial wellness. We help you really think about what you want out of life, both now and in the future, and work with you to create a plan that aligns your wealth with your dreams, goals and values.

It's time to live your life by design, not default, and experience the power of purposeful planning. Contact CoreFit Financial today.

The BFIT Philosophy

It’s important to have balance in all areas of life, including your finances. We help you balance today’s needs with tomorrow’s goals, and ensure that you have the right mix of financial products to grow and protect your wealth.

You’ve worked hard for what you have, and you deserve to live your life with financial peace of mind. When you’re confident in your future, you can spend more time having fun and doing things that bring you joy.

When you integrate your personal values and beliefs into your financial plan, you can live a more impactful life. We embrace your core values and cherish the opportunity to partner with you on a plan that encompasses them.

We believe in the adage, “If you want to go fast, go alone; if you want to go far, go together.” Surrounding yourself with people who care about you and challenge you to grow is integral to success in life.