Our first session together is a free, 30—60 minute conversation with a singular purpose: to answer the question, are we a good fit?

Freedom Quest is fueled by my and our clients’ desires to:

• discover our deepest ideals and materialize them in our work

• make financial decisions based on timeless wisdom and on love of family and country

• build enough personal wealth that social security is irrelevant to our family’s well-being

• grow in virtue as American citizens

• be outrageously generous

You’ll share things like

• what you’re hoping to accomplish

• what things are most important to you in life

• what your greatest hopes and fears are around money and work and family

You can also ask me anything you want.

I’ll ask things like:

• how willing are you to see yourself as a connected whole — your mind, your mission, your money?

• how willing are you to desire and dream and work to build your own wealth instead of relying on social security?

• what are some of your greatest fears?

• what else should I be asking you?

Discussing these questions will quickly show us whether we want to work together.

Make an appointment here.

We sit together in my office, you ask your questions, and I help you with your achieve lasting financial peace. You gain clarity, traction, and freedom by following our 7-step, 1-page plan.

Comprehensive financial planning is philosophically vigorous and financially professional.

Cost: $250 per hour

Make an appointment here.

Looking for professional guidance with your investments? We are in the final stages of preparing our back-end systems to offer portfolio management.

We will price this service on a percentage of assets under management.

For immediate help we are available on an hourly basis. Set up a meeting here.

Wondering if your portfolio matches your goals?

By appointment, you're welcome to come in and sit with me for a while. I'll ask you to briefly outline your financial goals -- what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.

If I think your investments continue to be well suited to your long term goals -- regardless of whatever the markets happen to be doing at the time -- I'll gladly tell you so, and send you on your way.

If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I'll recommend some alternatives.

Either way, the coffee's on me. When you schedule, tell me how you take it.

Cost: Free

Make an appointment here.