The Financial Freedom™ Process

The Tulsa Wealth Advisors team helps focus your attention on the specific obstacles and dangers that could damage your quality of life and put your lifetime vision at risk. With our focus zeroed in on your specific goals, we are able to consider the big picture, while tending to the smallest of details, to develop and implement strategies to help you pursue your life and financial goals.

The Financial Freedom™ Starter Kit

Helps you assess your current situation and clarify your lifetime goals.

Financial Freedom™ Workshop

Helps you assess your current dangers, opportunities and strengths.

Life & Financial Strategy Session

Helps you develop a step-by-step plan to achieve your life and financial goals.

Financial Freedom™ Plan

A detailed blueprint outlining the strategies, tools, and timelines required to implement your plan.

Financial Freedom™ Builder

Work with a team of professionals to ensure timely and effective implementation of your plan.

Financial Freedom™ Progress Sessions

Regular reviews of your progress to keep you on track towards your vision.

Upon completing The Financial Freedom Process™, you will have:

  • a comprehensive plan, including sufficient income objectives, for your retirement,
  • organized and diversified investments that meet your specific objectives,
  • a complete estate plan that includes charitable giving strategies,
  • information about and strategies for avoiding dangers that threaten your future,
  • frequent contact with an advisor to help you stay on track, and
  • confidence about your future to pursue your lifetime vision.

Investing involves risk and there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss.