About

Fit Financial Approach is your guide on the journey to health and wealth.

FINANCIAL PLANNING
& FITNESS SUCCESS

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.

“For more than ten years, I have used proven coaching strategies to help clients strive for their most important financial goals through behavior modification and sound planning.”

- Mike Broker, CFP®

“As a Financial Planner, I help my clients navigate their individual financial decisions by understanding their specific priorities and goals before mapping the course that reaches toward their specific financial future.”

ABOUT THE BOOK & AUTHOR

Mike Broker, CFP®

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.

BOOK DETAILS

Print Length

254 pages

Language

English

Publisher

Morgan James
Publishing

Publication Date

September 28, 2021

ISBN-10

1631954407

ISBN-13

978-1631954405