A wealth plan is the foundation of your financial success. But it can be challenging to know where to begin. Freedom Wealth Services can help. Together, we’ll create a roadmap to help you reach a better financial future.

Most of the success we achieve for our clients comes not only from investing wisely but by creating a pathway that is engaging, easy to follow and, by keeping you on track with our interactive wealth program tools.

It’s as easy as 1, 2, 3.

The first step is to use our Wealth Check tools to get a clear picture of your current financial situation. You and your adviser will take stock of all your assets, liabilities, income and expenses. This will determine a baseline so you can compare where you are in relation to others in your demographic and your goals.  Log in to get started.

No two people are the same. So your wealth plan needs to revolve around your unique circumstances, needs and goals. We’ll work closely with you to identify what’s important to you and where you want to go. Once your priorities are in place, we’ll map out a timeline and set day-to-day processes that can get you there. Our interactive goal setting tools, app and client portal will help you in this process. Find out more about our Wealth portal here.

Simply set up your personal wealth portal, complete the questionnaire and then speak to one of our wealth coaches about your goals and next steps. We will build a program just for you and help you to stay on track.

It’s free, it’s easy and it makes sense.