Thank You For Sharing Your Information With Us
On this page, you'll see a short form where we will assess your priorities.
This helps us get to know what matters to you and where will we focus our efforts first.
Please fill out every field as it gives us the most visibility into your unique goals and desires.
Here's What's Coming Up
Step 1 : Initial Assessment + Business & Wealth Philosophy
This will help us get to know you and be prepared for the call that's coming up with one of our advisors. This is made up of the following information.
Part 1: Tell Us A Little About You
Part 2: Your Business Philosophy
Part 3: Your Wealth Strategy
Part 4: Your Tax Strategy
Part 5: Your Lifestyle Goals
Estimated Time To Complete: approximately 3 minutes
Step 2: Call With Freedom
After reviewing your information, we'll schedule a meeting with the advisors who fit your needs.
Your planner will go over your information, share how we fit, and we'll mutually decide if we'd like to proceed to working together.
Estimated Time To Complete: approximately 45 minutes via a phone/Zoom call.