Welcome! You’re in the Right Place.
We meet you where you are, helping you to gain a clear understanding of your finances and fully understand your options. Our straightforward process allows you to experience the value of working with us right from the start—
100% Confidential, 0% Judgment
This page is intended for those who have a gift certificate for our Freedom Kickstart. If you do not have a gift certificate, please visit Work with Us.
The Freedom Kickstart
In the Freedom Kickstart, you’ll gain a clear picture of your finances and near-term steps to navigate your next chapter. Here’s how it works:
After scheduling your Kickstart, you'll receive a data-gathering questionnaire via email. (Don’t worry if you don’t have everything in order- we’re here to help!)
Next, we’ll review the info you provide and may follow up with some clarifying questions. This helps us to understand your situation and identify focus areas and opportunities.
Finally, we’ll meet virtually for a high impact 90 minute session to review your full financial picture, explore your aspirations and concerns, and map out your near-term steps!
We cover a lot in the Kickstart, so we work to ensure it is engaging and not overwhelming. You’ll leave with greater clarity on your money & actionable steps to clear the path to your next chapter.
