Strategy to Financial Freedom

What you will get:

  • You will have a customized documented roadmap of your path to retirement and I will help you figure out the best strategy for you to get there

  • You will have determined what investments are best aligned with meeting your goals 

  • You will have 1:1 support to answer all your questions and address any concerns

  • You will have the confidence to take action on your goals. (The lack of confidence is the number one reason people don't take action.) 

  • Most importantly by the end of the program, you will have the knowledge and the tools to empower you on how to adjust and evolve your roadmap in the future.


In the program, we will:

 -Review of your current financial situation (earning, spending, investing, saving)

-Learn how to stress-test your “Freedom number”

-Create your personal target milestones

-Select your passive income strategy

-Choose your criteria for picking the best options/strategy for reaching targets 

-Establish a timeline and action plan based on your comfort level, lifestyle, and goals

-Receive support through any confusion, fear, or concerns that your brain may offer you