Let Us Help

Personal finance is just that―it’s personal! Your situation is your situation, nobody else’s. The best financial strategies and plans are specifically tailored to meet your needs. They are built to help you achieve your goals and live your values.

Let us help you achieve your financial freedom. Let us help you master your life and your money, so you can live the life of your dreams. Take action and contact us!

What Our Customers Are Saying

I thought I was financially savvy enough to do without the services of a finance coach, but after speaking with Skyler, I realized there was so much more that I wasn’t taking advantage of. Skyler helped align my goals and aspirations with appropriate investments, while teaching me how to invest myself so that I’m in control. And when I have a question, he is always there to help.

Steve Cochran Employee Benefits Specialist at GBS Benefits, Inc.

After one short visit with Skyler, I felt like I had a college degree in finance. He helped me know how to obtain my financial goals. If you are looking to get a tailored financial plan in place for you and your family, I highly recommend using Skyler. You will come away knowing exactly where you are financially and how to get where you want to be.

Caden Mayberry Employee Benefits Advisor at Mayberry Insurance Service, Inc.

Why Your Freedom Financial Coach

Actual Experience. About 46% of financial advisors don’t even have a retirement plan, yet many of us rely on these “experts” to help us create ours. It’s absurd! We don’t do that here. Our recommendations are founded on actual experience. We don’t just talk finance and investing―we do it! We have and use a financial vision that guides our cash and investment management strategies. We invest in stocks, bonds, annuities, real estate, and more to accumulate wealth and secure financial freedom. We’ll use our experience to create a plan that’s right for you.

Customization. We focus on creating customized plans specifically tailored to help you achieve your goals. The objective is simple―turn your financial wishes into financial realities.

You’re In Control. Our strategy is different than most. As your financial coach, we want to help you master your money, not blindly trust someone else to do it for you. As such, we want to show you everything you need to do to succeed financially. We’ll give you the tools and necessary step-by-step guidance to succeed, but you’ll be in control.

Best Value. Our goal is to provide each of our clients with the best value possible. That means that you get the best results for the lowest cost around. We minimize our fees and pass the savings on to you. We help ensure that you have as much of your money as possible working hard for you. Our fee structure will save you thousands and many multiples of that over the long haul.

You’re Number One. Since we don’t sell investments and receive commissions, you can rest assured that our recommendations have your best interest in mind. Most financial advisors are held to a “suitability” standard, which means they are supposed to recommend investments that are suitable for you. You don’t want what’s suitable, you want what’s best. We’ll help you find what’s best for your situation.

Sanctification Guaranteed. If you’re not 100% satisfied, you get your money back.

Our Services

Comprehensive Financial Plan

Do you have a financial plan? Is it optimized to meet your goals? Are you going to be able to retire on your terms and live the life you want?

Financial plans are about much more than money. Well constructed plans help you design and live the life you want. The financial plans we create are custom tailored to meet each of our individual clients’ needs. When we create your plan, we’ll look at your life goals and help you create a financial vision. We’ll take that vision and design and implement the right cash, investment, and financial management strategies to turn your financial wishes into realities.

* Starting at $250

Comprehensive Portfolio Analysis

Is your current investment portfolio structured in the way that’s best for you? Are you generating the strongest returns at the lowest possible cost? Maybe hidden fees are detracting from your financial future.

We provide a complete and comprehensive portfolio analysis to evaluate your portfolio’s performance, risk, diversification, asset allocation, fees, and liquidity. The goal is to ensure your investing strategy is in sync with your goals, risk tolerance, and investing time horizon. If necessary, we’ll recommend changes. And best of all, since we don’t “sell” funds like the other guys, you’ll get what’s actually best for you.

* Starting at $100

Investment Management Consultation

Is your current investing strategy inline with your goals? Are you wanting to invest but don’t know where to start? Maybe you’re considering buying an investment property, a business, or another investment to expand your portfolio.

There’s so much information out there that it’s intimidating and hard to figure out where to start or whether the investment makes sense for you or not. We can help.

We can provide you with a complete and comprehensive investment plan that is personalized to you. The goal is to ensure your investing strategy is in sync with your goals, risk tolerance, and investing time horizon. Best of all, since we don’t “sell” investments like the other guys, you’ll get what’s best for you rather than what pays the highest commissions.

* Starting at $150

Cash Management Consultation

Are you making the most of your hard earned money? Are you using the right strategies to save for your short-term financial goals? Or maybe you’re wanting to strengthen your credit score or implement a debt elimination plan.

We can help you create a cash management strategy and system that aligns with your lifestyle, strengthens your credit score, and enables you to meet your saving and debt elimination goals. We’ll give you the tools to make your money count, automate your savings, and guarantee your success.

* Starting at $50

Create A Better Future. Contact Your Freedom Financial Coach Today!