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Our Process

Financial planning means different things to different people.  Because each person has different goals and risk tolerances and is unique in their financial position, Freedom Financial has developed a custom tailored approach to financial planning.  This approach allows us to get to know each client on an individual basis, understand their individual concerns, quantify goals, set realistic expectations, and custom tailor a financial plan that will help them get to their personal goals as efficiently as possible.

Financial Planning

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

Planning Process

Discover our Six Step Process that allows us to develop a customized financial plan for each client.

Levels of Relationship

We recognize that each relationship with our clients is unique.  While some of our clients are looking for a more "in depth" relationship, others are only looking for a simple transaction with someone they can trust.  It is for this reason that we offer several different Levels of Relationships\,  so we can work with our clients in the manner in which they feel most comfortable.