MJC Financial Fitness LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MJC Financial Fitness serves individual clients by combining ongoing comprehensive financial planning with discretionary investment management, and also offers project‑based financial coaching and hourly planning engagements. The firm’s planning work covers areas such as net worth, cash flow, insurance, employee benefits, retirement, college savings, and estate planning and integrates investment management into its holistic service.
The firm develops client‑specific investment policies and manages portfolios using both in‑house model allocations and third‑party outside managers accessed through platform providers. Model portfolios may include liquid‑alternative strategies, including managed‑futures exchange‑traded funds, and accounts are reviewed at least quarterly with scheduled meetings and follow‑ups as needed.
Noteworthy for a small, independent adviser, MJC Financial Fitness does not require a minimum account or relationship size and uses multiple custodial platforms, including a wrap‑program option through Betterment Advisor Solutions as well as Schwab and Altruist. The firm also accepts client referrals from solicitors (including online referral services) and offers fixed‑fee coaching packages alongside ongoing advisory relationships.
Client services
Expertise
Fee options
Financial coaching packages: $495 for 3 months (6 sessions), $995 for 6 months (12 sessions)
$0 - $1,000,000: 0.70% annually $1,000,000+: 0.35% annually
$150 per hour with a $150 down payment credited against first invoice
Minimum fee: $1,500 per year for clients with no assets under management, billed quarterly at $375 per quarter Fee-only: Fee-only compensation only; no commissions received.
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois · Texas
Also doing business as
Flex Financial Coaching · Flex Financial LLC · Mjc Financial Fitness LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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