Freedom: uninhibited; the realm of unlimited possibility

Together we discuss the details of each client’s financial life, document and secure critical information and formalize the priorities that are to be addressed as part of our on-going work together. It is also during this initial phase that we build a dynamic financial summary, incorporating the facts of today, as well as the financial assumptions each client wishes to model into the future.

In the second phase we address the foundational elements of each client’s holistic plan. This will typically include cash management, asset allocation and investment optimization, estate planning, risk analysis, education planning and a host of additional financial matters. It is also during the “Foundations” phase that we introduce and engage our internal specialists and subject matter experts, providing one-on-one in depth expertise as the needs of each client dictate.

“True wealth” most often exists outside of tangible financial assets. In contrast, true wealth exists in our families, relationships, health and ability to contribute to a greater good. With significant progress addressing the matters of tangible financial wealth, the final phase of the Freedom Works Experience brings a specific focus to multi-generational success, family connectivity and communication, longevity and philanthropy.