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Freedom Founders wasn’t created because people needed better tactics.
It was created because too many successful professionals were making permanent life decisions without ever slowing down to question the direction they were heading.

Over the last decade, I’ve worked with hundreds of high‑performing business owners. On paper, they were winning — strong income, growing net worth, respected careers.

But a pattern kept showing up.

They weren’t trapped by bad decisions. They were trapped by their own momentum.

They kept pushing harder because stopping felt risky. Changing course felt irresponsible. And everyone said, “You’re doing great.”

And owners kept grinding even as they realized: More money, more customers, more hours in the business weren't fixing the issue — yet life kept speeding up, and they had no alternative.

Freedom Founders is not about escaping your life.
It’s about not getting trapped by success that no longer fits.

We exist to help business owners clarify what they really want before their next decision hard‑codes regret — to define what monetary number is enough, align around family and life priorities, and build real business exit optionality before it’s too late.

If you’re looking for the next tactic or a quick fix, this isn’t for you.

But if something in you knows it’s time to pause —
to make sure the life you’re building actually belongs to you —

You’re in the right place.

Watch David's Story

I had laid out my entire life in advance. “I’ve got this—the sky’s the limit.”  Blessed with good intellect and a work ethic to boot.  Failure was not an option.  A perfect family.  A perfect life. 

But there I was.  Sitting on the small, vinyl, padded bench in Jenna’s hospital room. The IV machine humming, holding bags of fluids and meds, dripping into the tubes and through the needles that ran into her small and bruised hand.

Away from my busy and stressful dental practice, I had a lot of time to think at that hospital. All of the money I could earn—none of it mattered. None of it could make a difference.  I could only hope.

Hope and pray that Jenna would recover and I would get a second chance to be a father—a real father who would be present, not preoccupied with “stuff.” Would there be a day in the future when I could spend quality time with Jenna?

That’s when I finally reached my moment of truth: I would no longer practice dentistry.  

Fortunately for me, I had a financial “Plan B” that allowed me to pull the ripcord.

You see… in my experience over the last 10+ years working with hundreds of professionals… 

Unfortunately, too many owners follow a traditional path to life and career - grinding it out on the hamster wheel for decades, waiting until a "retirement date" before they can truly start living the life of their dreams. 

But there is a better way. 

Which path are you on? Are you confident that you have a concrete plan to create financial security AND optionality in your life before a distant "retirement date"? 

Don't wait until the end of your career to start building the life you want to live or the business you want to sell.

Most business owners have no idea how to let the business run itself or how to orchestrate capital to create cash flow. We’re often told to focus on our earning potential (trading time for dollars within our businesses) and "trust the professionals" with our investing. Most simply buy Wall Street products – 401(k)s, stock equities, bonds, annuities, index funds, etc - and keep grinding away.

We check the boxes, and wait, and hope. 

Unfortunately, that strategy has failed to deliver financial security or the lifestyle freedom most people want. The markets go up and down. Every time they go down 20%, 30%, or even 50% (think 2008), it takes a long time to get back to square one. And this perpetuates the endless grind to save and outcompete the markets.

That strategy fails to generate sustainable, predictable cash flow to replace one's active (earned) income, whether through investments or a business.

Once capital is locked away in a retirement account, it cannot be used until some distant point in the future. What’s the point of working so hard to create wealth if it’s nothing more than numbers on a spreadsheet?

Fundamentally, the problem is this: 

Most financial planning is focused on creating financial freedom at some mystical point in the distant future (age 60+, often undefined). It's not uncommon for business owners to be told that they need to amass 6, 8 even 10M to retire.  The truth is, Freedom can be achieved with far less – IF you know how to orchestrate cash flow.

Here are just a few examples...

What drew us into Freedom Founders was way back in the Air Force when I learned about Doctor Phelps and the Freedom Founders community. I loved the message. I followed it for years, knowing that this had to be the way eventually.

We had a CPA who said, “You guys are making it, you're on cruise control... All you have to do is keep doing that for twenty more years.” We looked at each other and we were like, “Cruise control? This is not cruise control. We wake up and fight every single day to keep this car on the road.” 

We had no exit strategy other than just working away for twenty more years and hoping we had enough at the end to do what we want in retirement.

Freedom for us means knowing we have the option to pivot to do something different if we want to, because we aren't dependent on solely practicing dentistry to make a living.

One of the most powerful transformations that Freedom Founders members experience is the opportunity to align their vision for their life as a couple. In today’s fast-paced world, it's easy for partners to be on different pages when it comes to money and future goals. However, when couples come together to go through the process, they unlock the potential for mutual growth, shared vision, and long-term financial success.

  - Align on shared life goals, including exiting your business, and create a unified vision for the future.

  - Improve communication about money and expectations of lifestyle, fostering mutual understanding and trust.

  - Work together to build a strong, lasting foundation of philosophy and legacy.

  - Experience the power of collective action towards achieving freedom, whether you sell or not.

Freedom Founders is NOT for everyone. 

We are not just a plug-and-play alternative to a "financial advisor". And we are not a way to quickly get rid of and escape your business. 

Our members are high-performing business owners..  some of the top in their fields. They come to Freedom Founders looking for a better way, an alternative Blueprint to translate their success into more meaningful freedom NOW, vs waiting for a mystical "someday". 

In the right hands, the process we have refined and perfected over the last decade (plus) and proven with hundreds of members is transformational.

Here’s what our most successful members have in common…

No one cares about your finances as much as you do. Our goal is to give you the tools, skillsets and strategic network you need to become your own financial advocate. Here is what that means for you: 

Real stories from business owners just like you...

Our members are on a mission to find more Freedom for what matters most in life. It's about creating the space to focus on family, legacy, missions, volunteering, and living unchained from other people’s definition of “success” (the well-intentioned expectations of family, peers and society). 

Our Values:

We don’t let just anybody become a member.  Our community is successful because our individual members are successful.  We’re here for the long haul. Our community is built upon three fundamental values: 

Freedom - Own Your Life

Integrity - Do What You Say

Community - Love & Respect Others

Ultimately, Freedom isn't about "retiring" (I hate that word!). It's not about kicking your feet up on a beach or driving fancy cars. It's about realizing that life is about exploration. It's about living on your own frontier. It's about mining your own experiences, reflecting on them, and growing from them. 

It's about finding purpose and significance beyond just "trading time for dollars". 

It's about having the courage to ask "what's my next?" and the courage to go out there into this amazing world to find it. 

Are you content to continue on your current path, or do you want to change your trajectory? If you aren't 100% satisfied with the trajectory of where you're headed, do you have a plan/strategy for making a change? 

One of the most effective ways to change the course of your life is to change your environment. Find a tribe with whom you share core values and vision, who is willing to push you, challenge you, and force you out of your comfort zone. 

My advice - don't settle. Take the path less travelled. 

Freedom is worth it... and it's just the beginning. 

Schedule a call with my team to see how quickly you can create the Freedom you desire for yourself and your family.