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Fit Financial Approach

Your Guide on the Journey to Health & Wealth

As a Certified Financial Planner™ and a Certified Personal Trainer, Mike Broker is in the unique position of professionally seeing and utilizing the overlap between fitness and wealth to help Americans understand and reach for their goals in both areas of their lives.

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Use these resources as part of your experience in reading the Fit Financial Approach.

Fit Financial Test

Debt Payoff Calculator

Debt Payoff Instructions

FIT FINANCIAL WORKSHEET

DOWNLOAD OUR FREE "HEALTH & WEALTH" CHAPTER

FINANCIAL PLANNING
& FITNESS SUCCESS

Research shows that improving your health often leads to improving your wealth. Fitness and Finances are closely related and adhere to similar rules.

By combining his passions for fitness and finances, Mike believes that working toward a more robust future financial well-being is very similar to working toward better future health. They both take a long-term view, making more good decisions than bad ones over a long period. They also require an attitude of no shortcuts to success, whatever your definition of success may be.

Following the Fit Financial Approach structure will help you understand what you truly want out of your life and define what success looks like for you. This book provides real-world strategies and valuable tips you can use to create the habits necessary to build the life you’ve always wanted – in both fitness and wealth.

Among many other things, you will learn that fitness is a lifestyle, not a means to an end.  Fitness in both health and wealth is something to love and enjoy, not something to “get through”, so you can go on with the rest of your day. If you find a fitness routine or a cash flow that you can comfortably live within, stick with it over time and enjoy your lifestyle.

Both health and wealth rely on a long-term view and short-term decisions. The research has shown that improving in one of these areas will subconsciously have you improving in the other. The speedbumps and roadblocks standing in your way are also the same in both areas of life.  The simple truth is this: spend less than you earn and eat less than you burn.  These are the building blocks for both health and wealth. 

If I said yes, would you believe me? The truth is… habit modification is not easy at first. Fit Financial Approach provides the scientific means to both change habits and create new habits around the goals you seek in life. You can start using the actionable ideas presented right away to make your habits easier to maintain until they become second nature. Once these new habits become your lifestyle, the new, more positive habits will become difficult to change. Then you can’t help but succeed over time!

The Fit Financial Approach provides the framework for defining your success, planning your path, and building new, necessary habits. This book also provides the primary education necessary to begin your journey in health and wealth. I’ve created helpful, related resources like the Fit Financial Test and the debt calculators to support you in assessing your current financial state and help you decide the next steps to take financially. There are physical calculators and worksheets to support your fitness journey as well.

ABOUT THE BOOK & AUTHOR

Mike Broker, CFP®

Fit Financial Approach is a no-nonsense, realistic look at what it takes for today’s busy American to be fit in both health and wealth. In the book, author Mike Broker shares personal stories, undeniable facts, actionable tips, and proven formulas to motivate readers to stop making excuses and start practicing simple fitness and financial habits that will significantly improve their overall quality of life today, tomorrow, and long after they retire. Health and wealth are a symbiotic relationship, so small actions in one area can positively or negatively affect the other. No one wants to end up fit and broke or rich and broken.

As a Certified Financial Planner™ (CFP) and Certified Personal Trainer, Mike Broker is uniquely qualified to identify the overlap between fitness and wealth. Mike is passionate about helping Americans understand and simultaneously pursue success in both areas – ultimately transforming their lives. Mike understands the need to work consistently to get results and is passionate about sharing, teaching, and coaching – helping others easily understand how to establish healthy habits today will lead to long-term stability and success.

Starting his career with Trilogy in the beginning stages of the Great Recession of 2008, he quickly gained experience helping clients recover and get ahead during a difficult time. His current role as Chief Strategy Officer provides him a larger platform to highlight the noble work of the Financial Advisor. From overseeing the tools used for Trilogy clients to building out the path for the firm to innovate and grow, his vision and fortitude are ensuring that Trilogy continues to provide exceptional service and value to its clients. Additionally, Mike, who has his MBA from the University of Denver, has been featured in local and national publications including: 9News Denver, fiduciarynews.com, and Forbes Magazine for his expertise and insights in financial planning and wealth management.

Mike believes in investing in his community and currently serves as a member of the Board of Directors for Make a Wish Colorado, helping others achieve dreams they believe may be out of reach. He lives in Centennial, Colorado, with his wife, three kids, and their dog.

The overlap between health & wealth

People can save up to $6,000 per year with healthier habits.1
An affluent 25-year-old will live six years longer than someone the same age who is less financially secure.2
People who take at least 10,000 steps a day are more likely to maintain a budget.3

As of 2010, up to half of premature deaths in the U.S. are due to preventable factors such as poor diet and lack of exercise.4

1 Rutgers New Jersey Agricultural Experience, 2016.
2 Virginia Commonwealth University Center on Society and Health, “Income and Health Initiative”, 2015.
3 Communicating on Wealth and Health, Deloitte Consulting LLP
4 “Measuring the Risks and Causes of Premature Death: Summary of Workshops,” National Research Council (NRC) and Institute of Medicine, 2015.