Life Insurance, Tax Preparation, and Financial Organization for Families and Small Business Owners
Helping Families Prepare, Protect, and Build Legacy
At FinanciallyFit8 Life Insurance and Tax Services, we help families, entrepreneurs, workers, and small business owners organize their money, protect their income, prepare for tax season, and build a legacy with confidence.
I Help...
Families who need life insurance and legacy planning
Self-employed workers and gig workers who need tax organization
Parents and grandparents who want to protect the next generation
Small business owners who need tax readiness and protection planning
Men, women, and families who want healthy money habits and financial confidence
Helping Families Prepare, Protect, and Build Legacy
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.
Today, FinanciallyFit8 also provides tax preparation and tax readiness support to help individuals, families, and self-employed workers stay organized, prepared, and confident during tax season.
"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
Life Insurance & Living Benefits
Income protection, mortgage protection, final expense, family protection, and legacy planning. Your policy can pay YOU while you're still alive through living benefits.
Schedule a Life Insurance ReviewAnnuities & Retirement Protection
Principal protection, rollover education, income planning, and retirement review. Protect your money from market risk and plan for a secure retirement.
Schedule a Retirement ReviewTax Preparation & Tax Readiness
Individual returns, Schedule C and self-employed returns, tax document review, and tax season preparation. Now accepting clients for the 2027 tax season. Book a complimentary consultation today.
Book a Tax Prep ConsultationFinancial Fit Review
A complete review of income, expenses, protection, taxes, retirement goals, and family legacy needs. Our signature assessment to help you see your full financial picture.
Book a Financial Fit ReviewOur 4-Step Process
Financial Education
Understand your money, taxes, insurance, and options so you can make confident decisions.
Financial Fit Review
Assess income, debt, taxes, protection, and goals to see your full financial picture clearly.
Protection & Tax Strategy
Build a plan using insurance, annuities, tax preparation, and financial organization.
Ongoing Accountability
Annual reviews, tax readiness, policy reviews, and planning check-ins to keep you on track.
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.
Join Us Live
Faith, Finance & Freedom: The Strategy Session
A powerful virtual experience featuring 3 experts covering estate planning, tax diversification, and life insurance strategies. Building legacy. Generating wealth. Impacting generations.
Register Now — It's FreeSyncis Business Presentation Meeting
Syncis is an IMO (Independent Marketing Organization) that brings together individuals, families, small business owners, and some of the largest insurance and financial services providers in America to make financial protection more accessible to middle-income families. Built on a proven system, this team-based business opportunity may be the right fit for you.
Register Here — Get Meeting DetailsContact Us
Oakland, CA 94607
CTEC #A368369 | Licensed in Multiple States
Ready to Get Financially Fit?
Choose the appointment that fits your needs:
Book a Financial Fit Review Schedule a Life Insurance Review Book a Tax Prep Consultation