Financial Freedom

Service Description

Once you have clarity, it’s time to grow. The Financial Freedom Package focuses on turning your financial foundation into long-term wealth through smart investing and practical implementation. You’ll learn how to understand and manage investments, set up a brokerage account, and get hands-on guidance in building your own portfolio - including live buy/sell exercises so you can invest with confidence. We’ll also review your life insurance coverage, ensuring you’re protected where it matters most. This package includes six months of accountability and progress tracking, helping you stay consistent and supported every step of the way. It’s designed to move you from understanding your money to truly making it work for you.