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Offerings

Financial Freedom Planners guides clients to financial freedom through a strategic and proven process. 


Before building a plan, you need to know where you are. Below is a short exercise where you can find out;  it is completely anonymous unless you request our help!


financial Plan Calculator

Financial Planning Solutions

As part of your journey, you will need to determine which plan is most appropriate for you, based on your life, financial needs, and scenario. In addition to a simple Hourly project, the following solutions offer a flat project fee environment at discounted rates spread over periods of time:

Complex Comprehensive Financial Plan

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Comprehensive Financial Plan

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Investment Plan

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Financial/Retirement Plan

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Foundational Financial Plan

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Single Project

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Implementation, Monitoring & Follow-up

Proper implementation is crucial to reaching your financial goals. Whether you now implement and monitor the plan yourself, or engage us to provide a fraction or all of these services for you, we recommend prompt action.




Ongoing Subscription Services

For current clients we offer Ongoing Subscription Services designed to:

Offer an alternative billing approach to receive needed services
 Provide ongoing financial advice for existing clients
 Make it easier on the budget


Choose which service is right for you:


Silver

Annual Review


Receive ongoing access and support to our FFP Client Wealth Management Website + Annual Phone Checkin Call


Gold

ANNUAL REVIEW


Receive ongoing access and support to our FFP Client Wealth Management Website

Formal Annual Review – an in-depth formal review of your Financial Plan and/or your Investment Plan + Quarterly checkup phone call


Platinum

Semi-Annual REVIEW


Receive ongoing access and support to our FFP Client Wealth Management Website

Two Formal Semi-Annual Reviews–in-depth formal reviews of your Financial Plan and/or your Investment Plan + Quarterly checkup phone call

Next Steps to Financial Freedom

Contact our team to take the next step to financial freedom. Whether you just have questions or you want to learn more about how we will work together, we look forward to making an impact on your life and financial future.