Custom Fit Financial

About Custom Fit Financial

Custom Fit Financial is an independent, advice-only, fee-only fiduciary financial planning firm based in Iowa. We provide personalized financial advice to individuals and families both locally and remotely across the U.S., with roots in Cedar Rapids and the surrounding Eastern Iowa communities. As an advice-only firm, we don’t sell products, manage assets, or earn commissions—ever. Our compensation comes solely from the clients we serve, ensuring that every recommendation is made with your best interest in mind. We are fiduciaries 100% of the time, meaning we are legally and ethically obligated to put your needs first. We specialize in comprehensive financial planning tailored to your life goals. Our services include retirement planning and income strategies, investment analysis, risk management, tax planning, cash flow and debt management, insurance reviews, estate planning guidance, and college savings strategies. Whether you're approaching retirement, navigating a major life change, evaluating your investment approach, or simply want a second opinion, we’re here to provide clear, objective advice. We take the time to understand your full financial picture and help you make informed decisions with confidence. At Custom Fit Financial, we believe good financial planning is more than numbers—it’s about aligning your money with your values and long-term goals. Through one-time or ongoing planning relationships, we aim to empower you to take control of your financial life with clarity and peace of mind. Let’s build a plan that fits your life.

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