TARA Wealth is a fiduciary financial planning and investment management firm providing transparent, personalized advice. We specialize in comprehensive strategies that align with each client’s values and long-term goals. Our services support individuals, families, and business owners seeking clarity, confidence, and control over their financial lives.

This special offering for Fit members includes approximately 2.5 hours of total support: two 60-minute virtual meetings and at least 30 minutes of behind-the-scenes planning and analysis by a certified financial professional. Session includes:
• Focus on 1–2 financial goals, such as retirement planning, investing, or equity compensation
• A clear, objective review of your current strategies to identify gaps and opportunities
• Straightforward, expert answers to the financial questions you’ve been meaning to ask