Freedom 360 is our proprietary financial planning process with a tax first approach.
It’s highly effective for high-net-worth families and individuals in higher tax brackets. This is what the first 10 days look like. It gives everyone a chance to see how we communicate and if we’re a great fit for each other.
Step 1: Asset Mapping
In the Discovery phase we map out assets, source income through a tax review and interview clients on their wants and wishes. Tell us your hopes and dreams.
Step 2 : Advisor Target Mapping
We take the time to perform a 360-degree review of assets, income, insurance, estate planning. This usually takes us a week to really get to know our you on paper. We will do all the behind-the-scenes magic to make sure we’ve covered every facet.
Step 3 : Present and Collaborate
This is a 1-hour presentation that covers everything you need to know. This is a pressure-free financial planning session where we get to show everything we’ve uncovered along with any proposed changes to your situation. We will answer those questions you have like, “When can I retire?” or “How much can I spend?” maybe even “Am I paying too much in taxes?”
Step 4: The Weekender
Nobody commits to anyone for 24-48 hours. Take your information home, talk to your spouse, ask your friends, think and decide. This is the most important step in the process. We want you to feel confident and happy if you choose us. Often working with an advisor is a lifelong decision and we all want to feel confident in that decision.
Step 5: Elect and Implement
With a couple days behind you, we’re ready for that follow up. We will tell you if you’re the right fit for us, and you can tell us the same. If we feel like we’re mutually benefiting from working together we can begin a working relationship.
