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Experience the CoreFit Financial Difference


Our Partnership

At CoreFit Financial, we believe in a holistic approach to financial advising – one that encompasses connection, accountability, and intentionality. Everything we do is designed to guide you toward a life of greater impact and fulfillment, and we pride ourselves on going above and beyond the traditional advisor/client relationship.

We Are People Connectors

We are committed to helping you succeed in every area of life, even the ones we are not directly involved with. We have made it a priority to form relationships with top-notch professionals in different industries, and we enjoy connecting you with the people we trust.

We Are Accountability Partners

Your financial journey requires more than just planning; it requires a steadfast commitment to staying the course. As your accountability partners, we are dedicated to helping you stick to the plan and take action when necessary to ensure your financial goals are achieved.

We Are Proactive Planners

We don't just wait for opportunities, we create them. We are dedicated to ensure every aspect of your financial journey is actively managed and directed toward your success. From evaluating innovative ideas to scheduling regular reviews, we're constantly moving forward and helping you maintain momentum.

Colorful sunrise at Jordan Pond in Acadia National Park

Our Promises

  • To help you develop a clear vision for your future
  • To help you design a goal-focused financial plan
  • To help you take action and stay on the right path
  • To be by your side through every season of life

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