Global Freedom Financial provides financial planning services to individuals. They offer both broad-based financial plans covering various aspects of a client's financial life and modular plans focusing on specific areas like college funding or retirement planning. Clients work with an advisor to identify their financial needs and goals, and Global Freedom develops a plan to help them achieve those objectives. They do not offer investment management services.
Fee Structure
Global Freedom offers ongoing broad-based financial planning for a monthly fee, typically ranging from $100 to $250, paid in advance. This includes follow-up meetings, unlimited email support, newsletters, and budgeting meetings upon request. Washington clients pay an upfront setup fee ($1,000-$2,000) plus an ongoing annual fee ($1,000-$12,000) billed monthly.
- Broad Based Financial Planning - Fixed fee ranging from $1,000 to $12,000 per plan, plus a setup fee ranging from $1,000 to $2,000. This includes client onboarding, data gathering, and setting the basis for the financial plan.
- Modular Financial Planning - Hourly fee of $250 per hour, billed in 15-minute increments.