Inspiring Every Step of Your Wealth Journey
Inspired Wealth is a financial coaching membership program designed to help you pursue financial independence, regardless of where you are today.
Get StartedWhy You Can't Afford to Miss Out on Inspired Wealth
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.
Navigating these complex financial waters requires more than just understanding the numbers; it requires seasoned guides who've crossed these paths time and time again. With years of experience under our belts, we at Financial Freedom Wealth Management Group have stood steadfast through the economic highs and lows, crafting tailored strategies that weather the storms.
Our team isn't just made up of advisors—we're your guides in wealth management, seasoned in guiding hardworking individuals through the intricate financial landscapes that come with life's biggest responsibilities. We bring to the table not only our extensive knowledge but also an unwavering commitment to your peace of mind, empowering you to make informed decisions that aim to secure your family's future. This journey towards financial clarity and confidence is a shared one, and we're here, equipped with expertise and empathy, to light the way.
Inspired Wealth is not just a membership program; it's a transformational experience that puts you in charge of your financial life.
Inspired Wealth at a Glance
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AÂ Dedicated Financial Coach
Work on-one-one with a licensed financial advisor to set meaningful financial goals, get your questions answered, and track your success.
Ongoing Financial Planning
Life insurance? Saving money on taxes? Buying assets? Get ongoing financial planning, access to brokerage, and expertise to move your goals forward.
Financial Library and Masterclasses
Empower your financial knowledge with a library that includes masterclasses on topics like investing basics, transforming debt, and retirement planning.
Modern, Beautiful Financial Planning Software
See your full financial picture inside intuitive, modern financial planning software.
Get StartedInspired Wealth is for you, if...
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➡️ You want to maintain momentum (no more starting and stopping) in your financial goals with the partnership and accountability of personalized, one-on-one coaching tailored to you.
➡️ 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 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.
The Inspired Wealth 5-Tool Framework
Our coaching framework is a holistic process that invites you to dream big about your financial potential, bust through limiting beliefs, and set sustainable goals while equpping you practical wealth building tools.
Freedom Number
Step one: We help you to discover your unique financial Freedom Number. Think of this number as the end-goal we'll tailor your investment and financial strategies toward.
​Financial Empowerment Snapshot
Step two: We show you your full financial picture. By seeing where you currently are you'll be empowered to track toward where you want to go.
​Value-Based Cashflow
Step three: You'll learn where you actually enjoy spending (and where you don't) so you can bring intention and momentum into your financial plan. We call this the anti-budget!
Financial Seasons
Step four: We help you set 90-day seasonal goals so you can target what's most meaningful right now and measure your success over time.
Relationship-Building Process
Step five: We provide insights and activities on how to transform your relationship with money both personally and in your intimate relationships.
See How Others Have Been Inspired!
Lisa & Mike
 I am so deeply appreciative of how you helped to facilitate the "money talk" for my husband and me. I think we have both been feeling so frozen for so long and were afraid to bring it all out in the open to really look at the state of our finances. Thank you for giving us a safe space to do that!
Deborah & Mike
You made us feel more confident in our retirement decision. Emotions and second guessing can be exhausting; decisions made feel good.
This statement is a testimonial by a client of the financial professional as of 10/31/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Ready to Master Your Money Mindset and Experience Inspired Wealth?
Your first step is as easy as scheduling an onboarding call with us.
Prefer to talk first? Call or text us at 458-777-4458
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!
To your future and the next chapter in your financial story,
The Financial Freedom Wealth Management Group Team
Meet the Coaches and Coordinator
DJ
DJ is instrumental in crafting our clients' investment portfolio journeys and your partner for investment strategies. With a genuine love for the market, his passion lies in discovering and nurturing new investment opportunities. And as a skilled educator, he is always helping people understand the why and how behind their financial opportunities, making complex market concepts and finance terminology approachable.
When he's not analyzing the markets, you'll find him grilling on his Traeger, cheering on his favorite sports teams, and sharing meaningful moments with his wife and two sons.
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Matt
With over 25 years of experience in finance, Matt is your go-to guy to solve complex and nuanced issues. His passion lies in deeply listening to the needs of others and then utilizing his wide array of knowledge to help them with their short- and long-term financial goals.
Originally from Lancaster, Pennsylvania, he now calls the stunning Oregon coast his home. When he's not diving into the financial world, Matt enjoys coastal hikes, composing and recording music, and spending precious time with his loved ones.
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Haley
As a Financial Coach, Haley is dedicated to delivering top-tier service, empowering clients to pursue their financial aspirations. With a background in tax law and accounting, Haley approaches financial planning with a strategic mindset. Haley received a Bachelor of Science in Accounting from Utah Tech University. During this time, she developed a passion for helping others through their financial journey.
When she is not working, she is exploring the Oregon Coast and spending time with her Fiancé and their fur family.
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Ethan
With a lifelong athletic background, Ethan imparts discipline, teamwork, and perseverance into everything he does. He holds an MBA in finance from Atkinson School of Business, deepening his knowledge of markets, investments, and wealth management. As a coach coordinator, he's your dedicated supporter on your financial journey.
Recently relocating to Pittsburg with his wife, Ethan understands the financial impact of life transitions. Whether it's a major change or enhancing well-being, you move through your financial seasons with confidence and enthusiasm. Â
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