Client Login
Request an Appointment

Client Access

Access Your Portfolio

We provide comprehensive wealth planning services as part of an ongoing professional relationship with you, guided by our proprietary process, the Freedom FORMula. As a Freedom Wealth Planning client, you have secure access to multiple platforms to monitor and manage your wealth strategy.

Client Portal Access

Select your platform below to log in and review your accounts, performance, and planning progress.

Freedom Portal – Your Primary Hub

Your Freedom Portal is the central hub for your wealth planning. Here you can:

  • Review your comprehensive wealth plan and progress toward targets and missions
  • Access documents, planning reports, and financial snapshots
  • Schedule meetings with your advisor
  • Upload documents and request plan reviews
  • View your complete financial picture across all accounts
Log Into Freedom Portal

Orion Wealth Planning Platform

Orion provides detailed portfolio analytics, performance reporting, and planning tools. Log in to:

  • View your investment performance and asset allocation
  • Run financial planning scenarios
  • Review risk analysis and recommendations
  • Access performance benchmarks
Access Orion Portal

Custodian & Brokerage Access

Charles Schwab

Charles Schwab is one of our custodians. If your accounts are held at Schwab, log in to:

  • View real-time account balances and transactions
  • Monitor individual investment holdings
  • Execute trades (if applicable)
  • Download account statements
Log Into Charles Schwab

Fidelity

Some accounts may be held at Fidelity. Log in to:

  • Access your Fidelity brokerage accounts
  • Review holdings and trading activity
  • Download statements and tax documents
  • Manage beneficiary information
Log Into Fidelity

Need Help Accessing Your Accounts?

If you are having trouble logging in or need to reset your credentials, please contact our office. We are happy to assist you.

(573) 875 3939
Visit Contact Page

We are deeply committed to supporting your ongoing relationship with us. If you’re having trouble accessing your accounts, don’t hesitate to reach out. We can walk you through login steps, reset passwords, or troubleshoot platform issues.

Common Questions

Frequently Asked Questions

Which custodian should I use?

We work with multiple custodians depending on your situation. Your advisor recommended the right platform(s) for your accounts. If you’re unsure, ask us.

Each platform has a “Forgot Password” link on its login page. Follow the prompts to reset. If you need help, contact us.

Yes. All platforms use encryption, two-factor authentication, and industry-standard security protocols to protect your information.

Contact your advisor. We maintain records of which platform(s) hold your accounts and can direct you to the right one.

Yes. Orion, Schwab, and Fidelity all offer mobile apps. Download the app and log in with the same credentials you use on desktop.

Not a Client Yet?

If you landed on this page but aren’t yet a client of Freedom Wealth Planning, we’d love to explore whether our approach is right for you.

Freedom Wealth Planning provides panoramic wealth planning to clients who value advice, in a deeply engaged environment, with a sincere and collaborative voice.

Ready to take the next step?

Schedule Your Consultation

You can also reach us directly at
We look forward to hearing what freedom means to you.

Data Security & Privacy

How We Protect Your Information

At Freedom Wealth Planning, we maintain strict data protection standards. Your financial information is:

  • Encrypted in transit and at rest using industry-standard protocols (SSL, TLS)
  • Stored securely on custodian platforms (Charles Schwab, Fidelity, Orion) with regulatory oversight
  • Protected by multi-factor authentication (MFA) for additional security
  • Subject to strict access controls—only authorized team members can view your accounts
  • Compliant with SEC fiduciary standards and FINRA regulations

Your Privacy Matters

We respect your privacy and maintain strict confidentiality. We don’t sell, share, or trade your personal information. For details, see our Privacy Policy.

Never Share Sensitive Information

Important reminders:

  • We will never ask for your password via email or phone
  • Don’t share account credentials via email or text
  • Be cautious of phishing emails claiming to be from our firm or your custodian
  • When in doubt, call us directly at 573.875.3939 to verify

Still Need Assistance?

Contact Your Advisor

If you have questions about your accounts, your plan, or need support, reach out directly:

573 875 3939

Email Us: info@planyourfreedom.com
Columbia Office: 1000 W Nifong Blvd, Bldg. #3, Ste. 220, Columbia, MO 65203
Sarasota Office: 1343 Main Street, Ste. 705, Sarasota, FL 34236
Office Hours: Monday–Friday, 8 AM–5 PM (your local time zone)

We provide our clients with confidence and purposeful direction for their future through a process called the Freedom FORMula. Part of that commitment is ongoing support when you need us.