Schedule Your Intro
Let's answer your questions and begin your wealth journey.
We make it easy to get started
One on One call with a Freeman team member
During this 1-1, come ready with your initial questions. We will provide general answers and provide prioritized next steps to start building generational wealth.
If this is all you need, you can stop here and begin on your path.
Go Deeper, Plan, and Position for Growth
Want to more help and guidance? You can take the next steps and sign up for a monthly plan, connect your accounts to our platform and our financial planners will build your plan to invest or pay off debt and build a full picture of your financial life.
We work to find a way to help you.
We are in this together.
After your initial calls, we stay with you every month to help you continue to progress to goal of building generational wealth. We will communicate via phone or email. We will send recommendations and follow up on your goals items.
We stay with you.