Freedom Scorecard
This interactive scorecard will help assess how aligned your finances are with your goals — and how ready you are to design a life beyond the 9–5. Build a life you don’t need a vacation from.
Welcome to Your Freedom Scorecard
A 5-Minute Check-In to Help You Design Life on Your Terms
This isn’t just a quiz.
It’s your first step toward creating a life where work is optional, wealth is intentional, and your future feels in control:
Over the next 5 minutes, you’ll answer 24 simple questions across four key areas:
- Financial & Tax Clarity
- Milestone Preparedness
- Wealth & Investment
- Freedom Strategy
Each answer helps us understand where you stand — and what it’ll take to build lasting freedom.
It’s quick, judgment-free, and totally personalized.
Once you're done, you'll receive your Freedom Score — plus a breakdown of insights to help you move forward.
Let’s get started. Your future self will thank you.
If you have any questions, please reach out to [email protected].
Build Wealth. Fund Dreams. Live a life you don’t need a vacation from.
