Unlock the Next Level of Your Wealth Building Journey with our
Maximize your financial future with Inspired Wealth, a personalized membership program offering one-on-one financial coaching and exclusive resources designed to help you pursue financial independence, regardless of where you are today.
Over the past few years, we have noticed the Gen X and Millennial generations want to make meaningful progress with their money and want more than a traditional financial planning relationship.
Studies have shown these generations have the highest incomes in our country and stand to inherit the greatest wealth transfer in modern history, but also have the most debt, along with responsibilities for children and aging parents. This can come with added stress and anxiety around finances. We’ve heard you tell us you want more support on your money journey, and we’ve been listening attentively.
Inspired Wealth is not just a membership program; it’s a transformational experience that puts you in charge of your financial life.
Ongoing Personalized Financial Plan
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- Financial Goal Setting (updated quarterly)
- Value-based Cashflow (the anti-budget)
- Investment strategies (e.g. workplace retirement plans, self-employed retirement)
- Financial Independence (find your Freedom Number)
- Proactive tax planning Risk management (protecting your assets and loved ones)
- Family wealth and legacy planning
Quarterly One-on-One Financial Coaching
You’ll have ongoing private financial coaching sessions with a licensed Financial Advisor to guide you through your wealth-building journey. These aren’t just one-off sessions; they are quarterly coaching calls designed to keep you on track, answer your questions, and offer tailored advice that fits your unique financial situation.
Intuitive Financial Planning Tool
Benefit from the latest financial planning technology that shows your entire financial picture in one easy snapshot.
Ongoing Education and Masterclasses
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- Access to Our Secure Membership Portal. This on-demand portal is your 24/7 resource for all things finance.
- Financial Education Masterclasses. Tap into a rich array of comprehensive resources developed from years of experience that cover everything from managing debt to understanding investments to planning for retirement.
- Ongoing live interactive calls and Q&As.
The Inspired Wealth 5-tool Framework
As explained in our video, this program includes:
Value-Based Cashflow
Align your spending with your values to ensure that your financial choices are not only practical but also meaningful, enhancing both your wealth and overall life satisfaction.
Financial Empowerment Snapshot
Get an instant picture of your financial health to quickly identify areas for improvement and take timely action, setting you on a faster path to wealth accumulation and financial security.
Freedom Number
Discover your unique financial independence goal to tailor your investment and savings strategies, ensuring a more focused and effective path to achieving long-term financial freedom.
Financial Seasons
Navigate the ups and downs of your financial life with ease to maintain a balanced approach, reducing stress and increasing your resilience against unexpected financial challenges.
Relationship Building Process
Transform your relationship with money from one of fear to one of abundance to unlock greater opportunities for wealth creation, ensuring a more prosperous and emotionally fulfilling financial future.
You need clarity and confidence after feeling overwhelmed by the complexities of investments, retirement planning, and debt management.
You feel like you are still missing crucial pieces of the wealth-building puzzle despite diligent saving and investing.
You know that you were made for an abundant future and are ready to break free from the limiting beliefs holding you back.
You dream of achieving financial independence on your own terms but don’t know where to start.
You feel called to leave a legacy of financial wellbeing for your family.
You’re committed to not just improving your own financial health but also deeply enriching your relationship with money.
Your first step is as easy as scheduling an onboarding call with us.
If you are as excited as we are, don t wait. This launch price will only be available for a limited time, and we want to make sure you have a spot!
Cheers to your future and the next chapter in your financial story!
Warmest regards,
The Financial Freedom Wealth Management Group Team
458-777-4458
info@financialfreedomwmg.com
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How do the coaches meet with me?
We meet with you over video conference or phone, always at your convenience.
What's the commitment?
This is a $2500 one-time payment program that gives you ongoing access to resources and regular one-on-one coaching sessions.
What’s the cost?
This is a $2500 annual membership that gives you ongoing access to resources and quarterly one-on-one coaching sessions.
How do I get started?
Simply click on the link to book your onboarding call or give us a call or text at 458-777-4458
Do I have to enroll in this if I am already a Financial Freedom Wealth Management Group Client?
Yes, however, if you have over $250,000 in advisory assets under our management then you have complimentary access to the program.
How is this different then what I am already getting?
We are introducing new technology and a new service model which includes quarterly personalized financial planning that’s even better than just investment management.
What if I don’t want to be part of the membership and only want to be an investment management client?
We are happy to continue to help you with your investing needs, however, you won’t have access to the membership platform.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC