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The FREEDOM Process™

The FREEDOM Process™ is our unique approach to planning, smart financial decision-making, and implementing evidence-based investment principles for our clients. Our process is designed to guide our work together as we develop a deep understanding of you, your values, short-term needs and long-term goals.


STEP ONE

Before we can start any type of planning, we want to get to know as much as we can about you, your family, your lifestyle and more.

STEP TWO

Diving deeper into your financial situation, we’ll begin analyzing relevant data including your current risk tolerance, asset allocation, account holdings, balance sheet, cash flow needs and more.

STEP THREE

We will present to you a detailed financial and investment plan outlining our recommendations and appropriate opportunity set aligned to your goals.


STEP FOUR

When you’re comfortable and ready, we’ll begin your onboarding, explain our investment process and methodology while setting your plan into motion.

STEP FIVE

We’ll continuously monitor your financial situation, measuring progress and evaluating any major market or life changes that could affect your progress.


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