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 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
Comprehensive Financial Plan
Foundational Financial Plan
Financial Freedom Plan
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:
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
Receive ongoing access and support to our FFP Client Wealth Management WebsiteTwo Formal Semi-Annual Reviews–in-depth formal reviews of your Financial Plan and/or your Investment Plan + Quarterly checkup phone call