Empowering You to Take Control of Your Financial Future

Freedom Financial Consulting is a trusted financial coaching and consulting firm dedicated to helping individuals, families, and small business owners create financial security and confidently pursue their life goals. We blend personalized financial planning with practical guidance to align your investable assets with the future you envision. Whether you’re building generational wealth, planning for retirement, managing debt, or navigating major life transitions, our tailored strategies focus on clarity, confidence, and long-term success. At Freedom Financial Consulting, we help you understand your financial picture and develop meaningful plans that reflect your values, goals and priorities.

Our Services

At Freedom Financial Consulting, we provide comprehensive financial planning and investment management tailored to each client’s goals, values and circumstances. Our process is personalized, disciplined and designed to help clients make informed financial decisions.

Comprehensive Financial Planning:

Financial planning is not a one-time event - it’s an ongoing process. We work with clients to evaluate their full financial picture, including:

  • Retirement income planning

  • Cash flow and budgeting analysis

  • Tax-aware planning strategies

  • Risk management and insurance review

  • Estate planning coordination

  • Education planning

  • Charitable and values-based planning

Each plan is developed based on the client’s unique objectives, time horizon, and risk tolerance.

Investment Management:

We provide ongoing portfolio management aligned with each client’s investment objectives and risk tolerance. Our investment process includes:

  • Risk assessment and suitability evaluation

  • Diversified portfolio construction

  • Ongoing monitoring and rebalancing

  • Periodic review meetings

  • Coordination with tax professionals when appropriate

When requested, we can incorporate faith-based or values-aligned investment considerations into portfolio design.

Planning for Individuals, Families, Pre-Retirees and Business Owners:

We specialize in working with:

Individuals and families seeking structured financial guidance

Pre-retirees preparing for income distribution and retirement transitions

Business owners integrating business and personal financial strategies

For business owners, services may include:

  • Retirement plan design evaluation

  • Succession and transition considerations

  • Coordination with legal and tax professionals

  • Cash flow and liquidity planning

Fees and Compensation

Freedom Financial Consulting is a fee-based Registered Investment Adviser. Depending on the scope of services provided, compensation may be structured as:

  • A percentage of assets under management

  • A fixed financial planning fee

  • A project-based or hourly planning fee

Specific fee schedules, billing practices, and additional information are fully disclosed in our Form ADV Part 2A, which is available upon request.

We are committed to transparency in all client relationships.

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