Financial independence doesn't just happen.
Financial independence isn’t a matter of luck—it’s a planned strategy. But building a financial plan is complex and can leave you overwhelmed about how to get started and what to prioritize first.
On top of that, finding sound advice online is like searching for a needle in a haystack. Do financial influencers really know what they're talking about?
Financial independence is not built with a piecemeal plan. And it isn't built by scouring the web for a generic plan for your unique situation.
Guessing isn’t a strategy. Hope isn’t a strategy.
There are actionable steps you can take to turn your biggest goals into reality so you can live with greater peace.
You can live good today, watch your wealth grow, and know you will have enough.
Striving toward your financial goals doesn’t require you to give up your lattes. It doesn’t require you to wait for some big milestone or payday.
So often people are waiting for something to change before they start getting serious about their finances.
Look, we’re all not taught to be money experts. While it can be an uncomfortable topic for some, nothing will change until you have a plan. And you’ll never be ready for that plan until you decide.
But once you decide to have a plan and play an active part of it, that is where the peace and progress begins.
INTRODUCING
Inspired Wealth
Personalized planning and coaching for your financial goals.
Comprehensive Financial Plan
Together we'll create a plan that encompasses all aspects of your financial life.
Dedicated Financial Coach
We'll work together quarterly to implement your plan, track progress, set new goals, and answer your questions.
Modern Financial Technology
You'll see your financial picture and future projections all in one place with our robust financial planning software.
Who can benefit
This is for people who want to take control over their financial future, knowing they have the right plan, and a qualified advisor in their corner.
- Understand your financial options, opportunities, and action steps to make empowered decisions toward financial independence.
- Have support and accountability to move toward your goals faster.
- See your progress and projections to know where you’re heading financially.
- Get clear on topics like taxes and investments to cut out doubt and make the most of your money.
- Receive a comprehensive plan for all that makes up your financial life so you can be prepared for today, tomorrow, and beyond.
Financial Advisors who are Coaches
Our coaches are financial professionals with a fiduciary responsibility to you and your financial life.
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DJ Wright
Financial Advisor & Coach
Matt Beck
Financial Advisor & Coach
Haley Patton
Financial Advisor & Coach
Ethan Fischel
Financial Advisor & Coach
Allison Forman
Financial Advisor & Coach
Quinn Smith
Financial Advisor & Coach
Inspired Wealth vs. Financial Advising
Inspired Wealth
Advising
AÂ comprehensive financial plan.
Together we’ll create a financial plan that encompasses:Â
âś… Cash flow management
âś… Proactive tax strategies
âś…Â Debt planning
âś…Â Investment strategies
âś…Â Preparing for financial independence and retirement
âś…Â Any other life events that come your way
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Here for all life's transitions.
Life is always changing. When you face a transition, are surprised by a life event, or just need to run an idea by someone, we're here to offer guidance and support on your financial path.
Clear answers to your financial questions.
No Google search required.
What Clients Have Said
These statements are testimonials by clients of the financial professional as of 10/31/2023. The clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial.
About Financial Freedom Wealth
Management Group
We’re a wealth management and financial planning firm that’s been helping individuals and families with their financial lives since 2001.
Our team is composed of over 20 talented individuals all drawn together by a singular mission:Â To care deeply about you and your financial life.
One flat-rate fee. No surprises.
Most Flexible
Best Value
Discover if Inspired Wealth can help you pursue your goals
Our simple three-step Financial Freedom call process:Â
- We’ll talk about where you are currently with your finances and where you want to go.
- We’ll show you your biggest opportunities and how to fast-track your progress.
- We’ll answer any questions you have. Zero pressure.
Your future is our priority.
With over 25 years of experience in wealth management, we’ve been through it all. We’ve seen our client’s families grow, dreams pursued, and financial confidence built. We’ve also seen multiple economic changes and how it impacts wealth. Every coach is a qualified financial advisor with a fiduciary responsibility to work in your best interest no matter what life throws your way.
Wherever you are in your journey, we are committed to caring deeply about you and your financial life.
Julia Carlson, Founder and CEO + Jason Harris, CFP® and President
Frequently Asked Questions
How does my coach meet with me?
How's coaching different from advising?
What's the cost?
Where are you located? Can I meet with my advisor in person?
How can I contact you if I have questions?
Is this program a benefit to someone nearing retirement?
What's the renewal process?
Schedule a Financial Freedom Call to get started
Your first step is a zero-obligation call with us.