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Freedom Financial, LLC has two primary objectives:

  1. We want to bring people aboard as clients and train them how to achieve financial freedom -- both short-term as well as long-term.
  2. We want to show clients where to put their money so that it best aligns with their goals, priorities, life stage and current income.

We must help each person individually, meeting them where they are at, walking them through each step towards financial freedom until they can do it on their own and succeed!  Our goal is to help each client, within 6 months:

  • Achieve positive cash flow on an annual basis.
  • Apply credit-smart and debt-wise strategies.
  • Assure they are properly insured (and not paying more than necessary).
  • Author clearly-defined financial goals with a plan to reach each one.
  • Adopt and cultivate a mindset of generosity.

The past is the past, so look to tomorrow by taking care of today!

Our Process

Our Process

We create customized plans that are tailored to your needs and goals.

Preview our step-by-step process
Our Team

Our Team

Years of experience have prepared us to guide you through your life transitions.

Meet the Team

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