Our Story

The experience behind the System.

Merched Khouri, EPC, RLU • Founder and CEO
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F.I.T. PLANNING

Since 1989
F.I.T. PLANNING Inc.

Observation. Study. Experience.

Since 1989, Merched has worked with individuals, families, professionals and business owners. Through professional study, practical experience and conversations, he developed the F.I.T. PLANNING System.

With nearly four decades of experience in advising, teaching and speaking, Merched Khouri has guided thousands of people through their financial choices. The F.I.T. PLANNING System draws on those years with one consistent purpose: guide people to understand their choices, understand why they make a decision, and arrive at an informed financial decision.

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1989

Guiding clients since

~4

Decades of advising, teaching and speaking

1,000s

People guided through their financial choices
Three influences

Three influences, brought together through experience.

Four perspectives, one filter, your decision: 1. Purpose, Dale Carnegie, begin with the end in mind; 2. Questions, Socrates, an unexamined life is not worth living; 3. Control, William Glasser, you can only control what you do; 4. Experience, Merched Khouri, nearly four decades of experience

01

Dale Carnegie

Purpose, people, communication and human understanding.

Discover the Academy

02

Socrates

Questions that guide you to examine assumptions and seek clearer understanding.

Explore the System

03

William Glasser

Choice, responsibility and understanding what is within our control.

Explore the System

Merched examined how these ideas could mesh together, then used the Smart Cycle of Success to test their connection within his approach to informed financial decision-making.

Explore the Smart Cycle of Success

Understanding comes before implementation.
One Plan For Life — One decision at a time.

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Who we guide

A particular focus on business owners, corporate executives and professionals.

Our experience has a particular depth in guiding business owners, corporate executives and professionals, whose financial decisions often connect personal, business and family responsibilities. We bring these considerations together to guide informed financial decision-making.

We also welcome individuals and families seeking the same thoughtful approach.

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