During the Freedom Stage, we work with you to preserve your time and resources through our systematic review process.

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We work with you to create a proactively-managed plan that supports your important financial outcomes.

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Our regularly scheduled conversations are designed to uncover needed actions as a result of changes within the Five Disciplines of Planning; Investments, Banking, Insurance, Taxes, and Estate Planning.

Once we are confident in supporting long term goals like retirement and education planning, many clients ask, “What’s next?”

 

The systematized planning process achieved in the Freedom stage allows us to move from “Wealth Management” to “Wealth Utilization.”

 

The Purpose Stage of the Academy Wealth Process is designed to reconnect your resources with your values. To build wealth that helps you live well today and tomorrow.

Many of our clients desire to use their wealth to enhance the lives others.

 

However, it can be difficult to navigate the resources to be invested in making an impact and the appropriate vehicles to do so.

 

We have designed the Legacy Stage to guide our clients as they use their resources for family or philanthropic ventures.