Our Financial Planning Process

This initial meeting is often described as a ‘conversation’ and kept in the strictest of confidence. It serves as an opportunity for all of us to get to know one another. You’ll be asked to prepare a few things in advance, and though not required, this preparation will assist in the process. Rest assured, you will not be asked to sign any documents or make any decisions during the first meeting. Your choice to engage with Freedman Financial is not something that’s taken lightly. It’s important to us that you feel good about the relationship first, without pressure.

Establishing a financial planning and investment management relationship requires open communication and trust. You should expect nothing less from us. There are no limits to the questions you can ask us. We are fully transparent and seek to deliver “financial advice in a language you can understand^®.”

Our Approach