Practice Freedom Assessment | Freedom Founders
Freedom Founders Practice Freedom Assessment
Practice Freedom Assessment

Before Your
Strategy Session

This assessment helps your guide understand your situation before the call — so every minute of your 60 minutes counts. It takes about 8 minutes.

◆ 15 Questions
◆ ~8 Minutes
◆ Confidential
Section 01 of 05
Practice Snapshot

A few quick facts to give your guide context before the call.

Section 02 of 05
The Freedom Gap

These questions are the heart of the assessment. Take a moment with each one — your honest answers are what make the call valuable.

Drag to your best estimate of your retirement number
$500K$10M+
$2M
estimated retirement number
Include all accounts, investments, and assets outside the practice
$0$5M+
$500K
saved outside the practice
Select all that apply
Section 03 of 05
The Decision Horizon

Where are you in the sell-or-stay spectrum? Help your guide understand your timeline.

Section 04 of 05
Life Design

This is what separates a Freedom Founders conversation from every other financial discussion you've had. Think carefully here.

1 = We haven't really talked about it  ·  10 = Completely on the same page
1 — Haven't talked10 — Fully aligned
5
Some conversations, but not fully aligned
Section 05 of 05
Before We Talk

Last few questions — then you're done.

Optional — but the more context you give, the more valuable the session.
Please enter a valid email address.
✓

Assessment
Complete.

Your answers have been received. Redirecting you to schedule your call now…

Taking you to scheduling in 3 seconds

If you are not redirected automatically, click here.

What happens next
  • Check your email — you'll receive a confirmation with your call details
  • Your guide will review your assessment before the session
  • Come ready to be honest — that's where the value lives
  • If you haven't booked your session yet, click here to secure your spot
← Return to Freedom Founders