Our Process

We work together to create clear action steps and goals to measure your progress.

Freedom Wealth Partners follows the practices set by the Certified Financial Planner Board of Standards. What does this mean for you?

What We Do
Identify and Prioritize Your GoalsWe'll sit down and discuss what's important to you. What do you want to accomplish? What do you like? What scares you? Everything you wanted to know about money but were afraid to ask!

Gather the FactsWe want to know about everything in your life that involves a dollar sign - income, expenses, 401(k) accounts, life insurance policies, mortgages, college savings - everything.

Build your Personal Financial PlanWe analyze your wants, needs, resources, and dreams to put together the best possible plan for you.

Interactive Strategy SessionWe sit down for a second time to present our analysis and work through different scenarios. Together we will map out the action steps to move toward your goals.

Put the Plan to WorkThis involves opening accounts, moving funds from one place to another, establishing automatic savings plans, and setting up your online dashboard. Our experienced staff will smooth the way to get you up and running quickly and efficiently.

Service, Service, ServiceWe regularly check on your progress and suggest mid-course corrections as necessary. Reach out to us any time - we're always happy to help!