Speaking
I have a deep passion for financial planning and sharing my insight and expertise with audiences large and small. I speak and contribute articles on a myriad of topics, ranging from planning for small businesses to taking control of your financial health and many others. Please contact me if you’re interested in a custom-tailored speaking engagement.
I’m available for speaking engagements and interviews including, but not limited to:
- Panels
- Keynotes
- Conference events
- Podcast interviews
- Select educational workshop events
- Video presentations/webinars
- TV/radio interviews and segments
Speaking Topics
- Planning in times of uncertainty
- Checklist for healthy finances
- How to set up your cash flow system to prioritize saving over spending
- How your money script impacts your financial goals
- Planning 101 for independent contractors
- How to plan with uneven cash flow
- Understanding your business financials to grow your business
- Transitioning from operating as a startup to a developed business
- Tax planning strategies for your business – business deductions, retirement plans and more
- How to build your ideal team
- Leveraging your past career to propel your financial planning firm
- The benefits of Masterminds and Study Groups in growing your firm
- Running a virtual financial planning practice
- Benefits of having a super niche to accelerate growth
- The role of diversity and inclusion in financial planning
- How to serve the next generation
Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors – a financial planning firm serving physicians and business owners virtually across the US. She was named one of Investment News Top 40 under 40 for 2019 and named one of Financial Advisor magazine’s Young Advisors To Watch for 2020. Prior to launching her own firm, Anjali spent over 6 years years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals. During her career, she would often share financial advice with family and friends, but began to realize that not only did most of them lack access to the best personal finance information, but also their busy family lives meant they just didn’t have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm. Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future.
Anjali hosts Money Checkup podcast – a semi-monthly checkup that discusses the many facets of financial well-being. Along with Investment News Top 40 under 40 and Financial Advisor magazine’s Young Advisors To Watch, Anjali has been named one of Investopedia’s 100 Top Financial Advisors and has been featured in Bloomberg, US News and World Report, USA Today, Business Insider, Investment News, and more.
Get In Touch Today
Learn more about how we can collaborate together for your organization.