- Let's Get Started -

You’ve taken the first steps to achieving your financial dreams and building wealth. Please check your email for a notification and mark us as a safe sender so you get future communications from us. Your first session with a planner is ready to schedule. 

Please select a date and time that works best for you for your 1 hour initial meeting with your Advisor.

Share the Wealth

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Who you'll meet

You’ll be meeting your Freeman Capital Personal Financial Advisor. They’ll help guide you throughout your wealth journey.

What you'll need

You’ll need a computer or mobile device for video conferencing. We’ll discuss your financial opportunities and concerns.

What you'll learn

From the intro, we’ll be able to identify your current wealth stage and make some recommendations on future moves. 

How you'll meet

You will be using Zoom to securely connect to your financial advisor. This tool allows video conferencing and screen sharing.