F.I.R.E. is one of the most sought-after

financial planning goals with clients of all ages.

What would you need to do to achieve financial freedom at 30? 40? 50?

“Purpose” matters to all of us, but especially to younger generations who get fired up when they belong to a team that is making a difference or solving an important community problem. Many people today are focused not on "wealth" per se but even more so on achieving financial freedom. They want to pursue projects which have more meaning for them and to not be dependent on the next paycheck.

Do you ever wonder:

1.   How much money do I need so I can fire my boss and do something I feel lit up about? (pun intended)
2.   At what level of cash flow are all my needs met, giving me the freedom to pursue projects I’m passionate about?
3.   What best supports my goal of financial freedom — renting or buying?”


Financial Independence buys you the freedom to do what you want to do and on your timeframe! Retire Early reflects the feeling that life is short and is meant to be lived now. Why wait until you turn 65 to live life? Let’s create a “Life Plan” focused on living a meaningful life as long as you are alive, instead of a “Retirement Plan”.


Ever wake up in the morning craving “traditional retirement planning?” No!

But who doesn't crave the choices that come with financial freedom? How would financial independence change your life?
Or benefit the lives of those around you?


Join the The Planning Club™ today and let's talk Financial Freedom.