Getting Started | Freeman Capital

Welcome to Freeman Capital

Let’s get started on working on your wealth!

Now that you have joined Freeman Capital, here are your next 3 easy steps.


One on One call with a Freeman Customer Success team member.

During this 1-1 call with our Customer Success team members we will learn more about you, tell you all about our company and discuss how we will help you.


Connect your accounts to our platform.

Our financial planners can help build your plan to invest or pay off debt and build a full picture of your financial life. Don’t worry, it is an easy process and no matter where you are, we will find a way to help you.


One on One call with one of our Financial Planners.

After reviewing your financial picture, our financial planners will talk to you about what they found and how they can help you reach your goals.

Ready to get started! Schedule your one on one call now!

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