Freedom Day Method™

We believe in working with our clients to help then reach a work optional lifestyle in as short a time as possible.

It All Starts With A Plan

You wouldn't take a trip without consulting a map, why would you plan your financial future without a plan? The first step in our process is to develop a plan.


We evaluate your current cashflow, then we calculate what your Minimum Essential Income (MEI) is.


Our RightCapital Financial Planning Software takes into account all parts of your financial situation including Goals, Risks, Investments, Taxes, and Estate Planning. Once we set the plan up for you online you have access.

Your Freedom Engine™

Let's face it. The current field of Retirement Planning hasn't worked for the last 40 years. You work scrimp and save for 40 years earning single digit returns. Then you are able to retire and enjoy the fruits of your labors, downsize your home, have an old car and take a cruise once a year.


We don't believe that is acceptable. If you want to live an extraordinary life, you need to do extraordinary things. We help you plan your Freedom Engines which have the ability to grow at Double and Triple Digit Return on Investments.


Freedom Engines™ are typically in four categories: Start a Business, Buy a Business, Invest In Real Estate, and Certain Insurance Strategies. At Freedom Day Wealth we are experts in helping you integrate these into a plan.

Investments

At Freedom Day Wealth we believe that you also need a diversified portfolio of investments to complement your Freedom Engines™. We build portfolios based on your unique risk tolerance and goals.


As a Fiduciary it is our responsibility to act on your best interest before our own. We are not paid commissions on investment products so our goal it to choose the most effective investments to accomplish your goals while taking risk and cost into account.

OUR PROCESS

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.  Click Below to Book a complimentary 30 minute strategy session.

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