Bridging your financial gap

Begin with purpose. Decide with understanding.

Discover the Academy
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One Plan For Life

Protect today. Grow tomorrow. Shape your legacy.

Explore your plan
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Informed financial decision-making

Understand the numbers. Then decide.

Explore the calculators
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Start with 12 minutes

One plan for life. One decision at a time.

Request a discovery call
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Guiding clients since 1989
Learn first. Apply second.
Business owners & professionals
One decision at a time
A whole approach

More than a product. A whole approach.

Informed financial decision-making is at the heart of F.I.T. PLANNING. Learn first. Understand the ideas. Make an informed decision. Then consider the implementation that serves your purpose.

1989
Nearly four decades of advising, teaching and speaking.
Our Story
The printed F.I.T. PLANNING System banner: An Informed Decision-Making Process
F.I.T. PLANNING gold emblem
One Plan For Life

Three connected purposes. One financial life.

Dynamic Financial Pathway: Protect Today, Grow Tomorrow and Shape Your Legacy, connected by one continuous financial flow View full size
01 / Protect Today
Protect what matters today.

Protect the income, people and responsibilities that matter now. Understand what you already have and where a gap may exist before considering a change.

Explore protection
02 / Grow Tomorrow
Give tomorrow a purpose.

Give your future goals direction, time and purpose. Future income, retirement, savings and financial independence begin with what you want to accomplish.

Explore growth
03 / Shape Your Legacy
Your legacy. Your intentions.

Define what you want to pass on, to whom, and why: your family, the continuity of your business, a cause you care about.

Explore your legacy
The F.I.T. journey

Learn first. Understand the ideas. Then decide.

Six connected ways to move from awareness to an informed financial decision.

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F.I.T. PLANNING Inc.

The company bringing your financial picture together.

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F.I.T. Academy

Awareness, understanding and informed decision-making.

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F.I.T. PLANNING System

The method that connects your purpose with your decisions.

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MecaNar

An interactive, collaborative learning experience.

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Workshops & Speaking Events

Opportunities to explore ideas and put understanding into practice.

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One-on-One Advisory

Apply the understanding to your own circumstances, one decision at a time.
Appointments

Start with the conversation you need.

Choose the conversation that fits where you are today. Start with one question, then move forward one agreed purpose at a time.

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12-Minute Discovery

Start with one question, one concern or one financial decision that matters to you.

12 minutes
Request discovery

With the required documents ready, move forward on one agreed purpose, goal or objective.

45 minutes
Request a meeting

A comprehensive session to take stock of what you have and put your financial house in order.

3–5 hours
Request an inventory
The core of informed decision-making

Explore the Smart Cycle of

See the Full Cycle
Who we guide

A particular focus on business owners, corporate executives and professionals.

Our experience has a particular depth in guiding business owners, corporate executives and professionals, whose financial decisions often connect personal, business and family responsibilities. We bring these considerations together to guide informed financial decision-making.

We also welcome individuals and families seeking the same thoughtful approach.

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Sample allocation of $5,000 monthly take-home income: Essentials 50% ($2,500), Want to Do 25% ($1,250), Do Not Touch 25% ($1,250)
Your income, given a purpose

A simpler alternative to cumbersome budgeting.

Created by Merched Khouri, this approach lets you sketch your income allocation in under one minute: a starting point for informed financial decision-making.

Sample monthly take-home income: $5,000
Essentials cover today’s living costs and responsibilities.
Want to Do reflects what you want your money to make possible.
Do Not Touch reserves money for deliberate protection and future growth decisions.

These percentages are an example. Speak with Merched first to explore how the allocation can be adjusted to suit your purpose, responsibilities and goals.

Explore My Income Allocation

Begin with purpose. Decide with understanding.

Start with 12 minutes
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