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.
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.
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.
We will present to you a detailed financial and investment plan outlining our recommendations and appropriate opportunity set aligned to your goals.
When you’re comfortable and ready, we’ll begin your onboarding, explain our investment process and methodology while setting your plan into motion.
We’ll continuously monitor your financial situation, measuring progress and evaluating any major market or life changes that could affect your progress.