Are you ready to live your best life in 2025?

January 2025 Bonus: All Freedom Kickstarts booked this month will receive two weeks of implementation support at no additional cost.

We understand that inviting someone into your money world can feel overwhelming. We have developed a straightforward process that allows you to experience the value of working with us from the very beginning.

Each of our clients begins with the Freedom Kickstart, which gives you clarity on your finances and near-term steps to move you towards the life you want. Here’s how it works:

1. After scheduling your Freedom Kickstart, you'll receive a questionnaire and worksheet via email. This prework typically takes an hour or two, and we ask that you return it 48 hours before our meeting. (We are here to help if you have any questions!)

2. Next, we review everything you’ve provided and follow up with any clarifying questions. This helps us to understand your situation and identify focus areas and opportunities.

3. Finally, we meet together for a hands-on session to review your financial assessment, fully explore your aspirations and concerns, and map out your near-term steps. Although we cover a lot in this meeting (1.5-2 hours), we work to ensure it is engaging and not overwhelming!

You'll leave the Freedom Kickstart with greater clarity on your finances and actionable steps that will move you closer to your best life.