Welcome to Freedom Financial 

Wealth Management and Financial Advisor Services To Help You Live RichlySM.

Money is just fuel for living the life you want, and living richly means something different for each person.

Financial Life Management is a proven way to help ensure your money serves you and not the other way around. It’s an entire wealth management system designed to help you navigate life’s uncertainties in a way that’s best for you.

Financial Life Management will change the way you think about money—one decision at a time.

Discover Your MoneyMind

MoneyMind® helps you understand how you and your loved ones relate to money.

Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live.

  • Uncover your strengths and challenges with finances.
  • Capture profound insights for discussion with your loved ones.
  • Analyze spending, saving, and planning tendencies.

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Engage in HonestConversations®.

The HonestConversations® exercise helps focus you on the intersection between what matters to you and what you can control.

It also gives you the opportunity to get on the same page with your loved ones about your financial goals and intentions.

  • Identify and clarify your intentions, motivations, and goals.
  • Discuss the trade-offs around decisions and priorities.
  • Use scoring to track and update progress on priorities.

Experience InvestmentViewfinderSM

The InvestmentViewfinderSM helps you identify your investing preferences, so your advisor can customize your portfolio to align with your financial plan.

  • Facilitate an open dialogue about investments.
  • Track investment expectations on cost, performance, protection, and taxes.
  • Identify gaps in your existing investment portfolio using integrated Morningstar® APIs.

Everyone Has A Risk Number. What's Yours?

Determine how much risk you want, how much you need to take to reach your goals – and how much you have in your portfolio.

  • Identify your personal risk number.
  • Use your results to build an optimized portfolio that fits your risk tolerance and goals.
  • Gain peace of mind, even during volatile markets.

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Our Location

Our Location

600 Inwood Avenue North, Suite 260
Oakdale, MN 55128

Telephone: (651) 797-3532
Facsimile: (651) 797-3509

We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

Thank you!