Free Gift
Complimentary Strategy Session
Once you’ve completed your FIRE Score assessment, schedule a free 1-on-1 call with one of our financial planning experts.
We’ll review your results together, uncover hidden opportunities, and map out practical steps to accelerate your path to Financial Independence.

This assessment will uncover opportunities in four key areas of your financial life:
Financial Foundation
Understand how your income, spending, and savings habits align with the life you want to build.
Tax Optimization & Strategy
Reveal hidden tax strategies and smart moves that could save you thousands over time.
Investment & Wealth Strategy
See how your investments are working (or not) to create lasting wealth and security.
Financial Freedom Strategy
Define your path to true independence—so work becomes a choice, not a necessity.