Grow, Protect & Preserve Your Wealth
FinanciallyFit-8 & Associates helps individuals, families, entrepreneurs, and small business owners build lasting financial independence — on their terms.
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A Different Kind of Financial Firm
With over two decades of experience in the financial industry, Mrs. Chappell began her career in mortgage lending in 2000, serving as a loan processor and pre-underwriter before joining her IMO in 2018 and becoming licensed in life insurance and annuities in California in 2019. She is now licensed in multiple states and has helped thousands of families with financial literacy, planning, and protection.
As a wife, mother, and cancer survivor, Mrs. Chappell felt a deep calling to expose the power of living benefits to everyone. Her personal journey fueled her passion for building a business rooted in faith, integrity, and service — helping families protect what matters most.
"By faith we are committed to serving with integrity and excellence by teaching sound financial principles, and providing clear guidance on budgeting, saving and wealth building — leading to financial independence, protection, prosperity and peace of mind."
Our Core Services
Tax-Free Supplemental Retirement Income
Build a retirement strategy that lets you enjoy your golden years without handing over a chunk to taxes. We structure life insurance policies to create a powerful, tax-advantaged income stream for your future.
College Planning
Don't let the cost of higher education derail your financial goals. We help families create smart, flexible college funding strategies that grow over time — without sacrificing retirement savings.
Financial Independence
True financial freedom means having choices. We help you design a roadmap to achieve independence — so your money works for you, not the other way around.
Asset Protection
Protect what you've built. From business owners to growing families, we put strategies in place to shield your assets from life's uncertainties — ensuring your wealth transfers safely to the next generation.
Our 4-Step Process
Financial Literacy
We start by building your foundation — making sure you understand the tools and concepts that will shape your financial future.
Money Assessment
A personalized evaluation of your current financial picture — income, expenses, goals, and gaps. This is the heart of our process.
Planning for Maximum Results
We build a customized strategy designed to maximize every dollar — aligned with your timeline, risk tolerance, and goals.
Commitment to Execute
A plan only works when you work it. We partner with you every step of the way to keep you on track and accountable.
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What Our Clients Say
Having life insurance means we have protection and security for our family — and less stress by not having to worry about bills and other expenses when a loved one passes away.
The pain of losing a loved one is severe enough. Being prepared is essential. Mrs. Chappell was able to secure me a policy although I have a history of cancer. I am very grateful!
Once I finally sat down with Mrs. Chappell I was glad I did. She helped me understand where I was financially and protected my money from market risk — I saw more growth in one year than in several years prior. I'm grateful she willingly drives over an hour to serve my wife and me.
Contact Us
Oakland, CA 94607
Ready to Get Financially Fit?
Your journey to financial independence starts with one conversation. Book your free, no-obligation assessment today.
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