Financial Clarity & Confidence
Helping you climb and stay on the mountain called Financial Freedom
Helping you climb and stay on the mountain called Financial Freedom
Mount Financial Freedom is a flat fee only asset management firm offering financial planning, cost-effective portfolio management and ongoing financial advisement. Our mission is to bring clarity and confidence to conservative investors committed to climb and stay on the mountain called Financial Freedom.
We require financial planning as a precursor to asset management and ongoing advisement. We believe clarity comes from defining your current position and future goals through your unique stages of life. With this understanding we work together to design a viable financial path combining income, spending and an investment strategy to achieve your life goals. With a clear path set, we strive to guide you efficiently along the path and provide advice when obstacles and/or opportunities arise.
Our financial planning services are designed to bring long-term financial clarity. Our planning consists of 3 separate meetings that are each 90-120 minutes long (establish baseline, financial model review, and investment strategy). Planning typically takes 2-3 months to complete and sets the foundation for ongoing investment management.
Planning Fee: One-time $1,200 which covers the first (4) months of your journey
Our ongoing financial advisement services are designed to help you stay on your unique financial path. This includes migration and ongoing management of your investments at Schwab (our custodian), three onboarding sessions teaching you how to use your personal financial page to track income, spending, and investments (keep you on your path), three quarterly reviews and a year-end refresh of your financial plan (life does change).
Fee: A flat $300/m starting in month 5 of your journey
Our firm’s only compensation comes from our planning and advisory fees. We are not compensated based on the amount of assets we service for a client, product sales commissions, or on any services/products we recommend.
Founder and Financial Advisor
I decided to start my own firm so that I could provide my clients with advice that was always in their best interests. I believe that financial success depends on having a clear plan encompassing income-spending-investing, consistent execution over time, and a trusted partner to help guide you along your unique path.
Mount Financial Freedom LLC is an Investment Adviser registered with State(s) of Arizona and Texas. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Updated 05/03/24.
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