Do you want to have someone help you build your plan, track your progress, and keep you accountable as you work on increasing your net worth?
Then either the Flow or Hustle Plans are for you.
The Flow Plan is ideal for someone with more advanced planning needs. This plan is for those that may have a small business, receive equity compensation, are closer to retirement, or simply realize the need for more regular meetings (monthly) with a financial planner to achieve their goals.
The Hustle Plan is perfect for someone looking for professional guidance to help them navigate through difficult financial decisions, collaboration on reaching their goals, and offer accountability via quarterly meetings.
The Grind Plan is great for those that want to get started on the path to wealth creation, enjoy doing it themselves, and want reassurance and an expert opinion on an annual basis.
Most of our clients schedule a free consultation or Intro Call with a Freeman team member to help them make this determination.
You can schedule an Intro Call here: Schedule Your Intro Call