What is the Financial Freedom Planner™?
A financial planning process that will help you build a comprehensive financial plan focusing on your life and financial goals.

What will the Financial Freedom Planner™ do for me?
Assess your current situation, organize your dangers, opportunities & strengths, develop strategies to overcome your obstacles in order to help you achieve your life and financial goals.

How will the Financial Freedom Planner™ help me manage my money?
The Foundation Freedom Formula™ will help you establish your Investment Policy Statement based on your objectives, risk profile and time horizon. You will learn important risk management techniques of diversification & asset allocation along with dynamic disciplines to adjust for current economic and trend analysis.

Why do I need a comprehensive financial plan?
In today's hectic world it is challenging to account for all the dangers and obstacles that could undermine your financial goals. Finances affect you today and in the future therefore it is important to work with an advisor who has expertise in the areas of financial planning that affect you.

How can I determine when I can retire?
Our Retirement Savings Analysis tool will help you determine if you are on track with your retirement goals by assessing various areas of your financial situation including retirement savings, income sources, risk tolerance, age, inflation, taxes and desired spending goals.

Can the Foundation Freedom Formula™ help me with developing an estate plan?
We will work with your estate planning attorney to develop strategies for asset distribution upon your death, estate tax planning, gifting, charitable giving, health care directives and any additional scenarios needed.

Can the Financial Freedom Planner™ help me with developing a tax plan?
While working with your tax planning professional we will incorporate tools that will help analyze your current tax situation and reveal strategies to reduce taxes on income and capital gains.

How do I know how much insurance I need?
Our insurance analysis tools can help you determine the amount of life, disability and long term care insurance needed for your risk management scenarios.

Can I replace my employment income?
Our Expense Funding Organizer™ analyzes your specific cash flow needs for monthly expenses as compared to your Retirement Spending Analysis™. This process helps you develop a method to provide a regular "check" directly to your bank account from your investment portfolio.

How much does the Financial Freedom Planner™ cost?
We have three program options where fees may be discounted or waived if asset management fees are included as a part of the investment strategy of your financial plan.