Strategic Freedom Process

How we use the Strategic Freedom Process to Serve You


1. The Starter Session

Helps you to assess your current situation and clarify your goals, both personal and financial

2. The Discovery Experience

Develop a financial roadmap and organize financial affairs

3. The Financial Confidence Builder

Builder – A series of planning sessions to help you develop a plan to achieve your financial goals

4. The Strategic Freedom Plan

A detailed roadmap outlining the strategies, tools, and a course of action to implement your plan

5. The Strategic Freedom Toolbox

Professional resources and strategies to ensure the successful implementation of your goals

6. The Freedom Expander

Regular reviews of your progress to keep you on track towards your goals



Book a 15-Minute Introductory Phone Call

In 15 minutes we can get to know you - your situation, goals, and needs - then outline our process, discuss ways to work with us, and connect you with an advisor committed to helping you pursue your goals and objectives.

Get Started