How to Get Started
Our Simple 3-Step Path
Schedule an Intro Call
We’ll get to know each other, talk through the challenges you’re facing, answer your questions about what support looks like, and confirm whether we’re the right fit!
✔️ No pressure
✔️ No cost
✔️ 100% Confidential
✔️ 0% Judgement
2. Complete Your Freedom Kickstart
We’ll take you through a simple, guided process, composed of:
✔️ A questionnaire & data gathering. It’s ok if things aren’t perfect— we can help with this!
✔️ A high-impact (virtual) strategy session to review your financial picture, explore your aspirations and concerns and map out your next steps.
You’ll leave with:
✔️ A clear understanding of your financial situation
✔️ Actionable steps you can take right away to address your most pressing concern or goal
Investment: $385
Please note that the Freedom Kickstart does not include specific investment advice, which is provided as part of our comprehensive planning services through Core Planning (see below).
Additional Support:
The 12-Week Freedom Blueprint
The Freedom Blueprint is perfect for busy professionals looking for support to successfully navigate change.
Are you:
🔹 Considering a career shift or starting a business? 🔹 Preparing for an exciting (or challenging) new chapter? 🔹 Ready for a fresh start but unsure where to begin?
We’ll provide personalized 1-on-1 support to help you:
🔹 Determine exactly how much money you need and a realistic timeline to move forward 🔹 Build a cash flow plan to keep you financially stable through your transition 🔹 Develop a strategy for handling any income fluctuations without added stress
🔹 Prepare for benefits or tax changes so there are no surprises
🔹 Anticipate potential challenges and create a plan to navigate them
🔹 Implement smart strategies to help you reach your goals faster
In just 12 weeks, you’ll be well on your way—confidently implementing your plan with a clear roadmap and the support you need.
Comprehensive Financial Planning
If you’re ready for a partner to walk with you and help manage your finances in alignment with your life goals, we offer ongoing financial planning and support through Core Planning, including:
Life Design Support/ Financial Independence (FI) Planning / Risk Evaluation / Education & Large Expense Planning / Estate Plan Review / Tax Planning / Investment Advice/ Implementation Support
When we work together, we are on your team, helping you navigate life’s transitions as they happen and interfacing with other professionals as needed.
Please Note: We are fee-only. We don’t sell any products and don’t accept payment from any third-party sources. Our guidance is always unbiased and solely focused on your best interests.
Let’s explore how we can help.
SCHEDULE A COMPLIMENTARY CALL
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