The Freedom Process

The Stages of The Freedom Management Process

Stage A: The Pre-Meeting Advantage

• Shows Uniqueness and differentiation.
  
  
• Allows prospective client (you) to come to the meeting prepared, and further ahead (saves time).
  
  
• Allow you to think about a bigger future in advance of the first meeting.
  
  
• Instills confidence, makes you feel prepared.
  
  
• Clarifies and outlines future steps in the process.

Stage B: The Freedom Discovery Process

• Unique process to help you uncover your potential and create awareness and motivation.
  
  
• We use the unique Financial Roadmap tool to:
  
  
  • Find out what is important to you.
  • Identify/clarify and prioritize your goals.
  • Benchmarks your current status.
  • Shows how everyone (you, your spouse (if applicable), facilitator and team) can work together to create confidence, optimism, and security in a positive way.
  • Shows innovation.
  • Provides a foundation for future steps

Stage C: The Expectations Clarifier

• Describes our mutual responsibilities
• Creates awareness of the quality of service you are entitled to receive
• Provides documentation of our mutual commitment
• Provides confidence and a sense of responsibility
• Provides you with a sense of moving forward

Stage D: The Freedom Summary

• Clarifies your priorities/vision from the discovery meeting
• Summarizes which dangers to eliminate, which opportunities to seize, what strengths to leverage, and provides some initial strategies and suggestions on how best to move forward
• Confirms your future steps and/or suggests next action

Stage E: The Freedom Strategy

• Provides you with a detailed, written strategy
• Provides you with a concise list (actually a comprehensive, date-sensitive Action Plan) of everything that must be done to achieve all of your financial goals
• Provides you with what you need to do in order to meet your goals
• Serves as an ongoing reference/resource/data collection tool
• Provides you with confidence and a sense of greater ownership of your future
• Allows you to be satisfied, energized, excited about making progress and meeting your future potential

Stage F: The Freedom Solution

• Implementation of The Freedom Strategy items we take care of the details
• Simplifies, clarifies, saves time, reduces confusion and uncertainty
• Provides you with a sense of community- The Freedom Community
• Better reporting, less paperwork, and comfort knowing that The Freedom Management Group team will be there to help implement your strategy and to overcome obstacles

Stage G: The Freedom Checkup

• Opportunity to update and review The Financial Roadmap
• Ongoing updates on progress of The Freedom Strategy
• Opportunity to discuss changes/improvements to your strategy
• Delivered by the team on a regular basis; through personal, scheduled meetings, phone contacts, emails, and regular mail communication

Stage H: The Freedom Enhancer

• Creates greater awareness of your non-financial goals
• Uncovers ways to improve your quality of life
• Shares tools and exercises that helps you become aware of things that are more important than money- which creates greater amounts of freedom.
• Creates an environment that adds to optimism, awareness, and appreciation of a bigger future.

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