The Freedom 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

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through The Freedom Management Group.