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The Story Behind Freedom PlanningTM

Why This Matters to You

I wasn't supposed to make it in this business. 

In 1994, I was laid off from a major aerospace company. My 401k was stranded - too small for full-service brokers, and too complex for the new DIY platforms. No one cared. I had a new wife, a baby son, and a gut-level drive to figure it out. So I walked door-to-door as a financial advisor, in the Arizona heat, determined to help others the way I wished someone had helped me. 

Over the decades, I discovered the truth most people miss: wealth is more than money. It's time, health, relationships, purpose - and the ability to take bold action when it matters. I've seen good people make small missteps that cost them years. I've seen others rise faster with the right guide, questions, and plan. 

That's why I created Freedom PlanningTM and the Dream Attainment SystemTM - so you don't have to do it alone, and so your story ends the way you want it to. Whether you're just starting to grow your business, nearing retirement, or chasing something big - my team and I are here to help you think, plan, and act with clarity. 

Because when your plan is right, the path is brighter. And when your team is right, the journey feels lighter. 

Let's build you free story together. 

Freedom PlanningTM

Freedom PlanningTM is a concept that started with a question. "What is stopping people from being truly free?". In America, we have many freedoms and privileges that we enjoy, but we may not be entirely 'free'. Freedom is about decisions and the ability to make them. Anything that limits your decisions limits your freedom. There are four main areas that limit people and that can be improved to increase their freedom. Those four areas are Time, Money, Relationships, and Purpose. If any one of these categories is lacking, it limits us. Freedom PlanningTM is all about focusing on these sections to ameliorate freedom.  

Freedom is about decisions and the ability to make them. Anything that limits your decisions limits your freedom.


Built on a foundation of health, the key concepts of Freedom Planning build off of each other and can be seen in this graphic.

Time

Time

Time is one of the very few resources that we have a set amount of and when it's gone, it's gone. That is why we focus on using time wisely, making sure you have freedom in your decision making and time management. The first tip is to start calling hours "Life Energy Units" so you start appreciating their value. If you want to hear more, click the link to hear Keith's first podcast episode on the topic. 

Money

Money

For most people, money has always meant freedom. We specialize in helping people becoming 'Comfortable' with their assets. From what you buy, to where you go, to when you retire, money determines a lot of your freedom. We will talk about what money means to you and about how we can help. 

Relationships

Relationships

Freedom of relationships means deciding who you do and do not spend your time with. From spouse, to family, to friends, relationships enrich our lives and largely impact our happiness. Getting the right balance of relationships and people in your life is different for each person and something we will help you master together. 

Purpose

Purpose

Even if you have a mastery of time, money, and relationships, but you never discover or follow your life's purpose, you will know something is missing. We work on finding your life's purpose and finding the best way for you to follow and fulfill it.