We’re here to help you explore whether a comprehensive wealth planning partnership is right for you. You can reach us by phone, email, or visit one of our offices in Columbia, Missouri, or Sarasota, Florida.
At Freedom Wealth Planning, we help individuals, families and business owners achieve clarity and confidence in every stage of life. Whether you’re preparing for a career transition, evaluating your current advisory relationship, or seeking to move toward a work-optional lifestyle, we’re ready to listen.
Contact us
Our team is available to discuss your situation and determine if we’re a good fit for your needs. We recommend calling during business hours (see office hours below) to speak with someone directly. If you reach our voicemail, please leave a detailed message with your name, phone number, and a brief overview of your situation. We typically return calls within one business day.
What to Expect: A friendly conversation with someone who will listen to your needs, ask clarifying questions about your situation, and honestly evaluate whether our services align with your goals.
We provide comprehensive wealth planning services as part of an ongoing professional relationship with you.
Email is ideal if you prefer a written record of your initial contact or if you’re reaching out after hours. Please include your full name, phone number, and a brief description of your financial situation or goals. We aim to respond to all emails within 24 business hours.
Your Information
All fields marked with * are required.
By submitting this form, you agree to be contacted by Freedom Wealth Planning. Your information will not be shared with third parties.
We’ve designed our contact form to be straightforward—no lengthy questionnaires at this stage. Simply share a bit about yourself and what prompted you to reach out. This helps us prepare for our conversation and ensures we’re discussing topics most relevant to you.
Freedom Wealth Planning:
Office Hours:
Our Columbia office is located in West Columbia, easily accessible from I-70 and Highway 63.
The building offers ample free parking, with designated spaces near the entrance. You’ll find our suite on the second floor with clear signage. Street-level directory assistance is available.
If you need specific directions from your location, we’re happy to provide them over the phone. Our team can also send you a Google Maps link via email.
When you arrive at our office:
Check in
Check in with our friendly receptionist (no lengthy waiting areas—we honor scheduled appointments). You'll be welcomed into a deeply engaged environment where we listen carefully to your situation
A 45-Minute Introductory Conversation
Initial meetings typically last 45–60 minutes
We may discuss your current financial situation, goals, timeline, and what brought you to seek planning guidance
*Beverages are available; feel free to ask
Mutual Evaluation
No pressure to commit—this conversation is mutual evaluation of fit
ADA-accessible entrance and facilities
Freedom Wealth Planning:
Office Hours:
Our Sarasota office is centrally located on Main Street in downtown Sarasota, within walking distance of shops, restaurants, and waterfront attractions.
The building offers street parking and a parking garage nearby. Suite 705 is on the seventh floor; elevator access is available.
Many of our Florida-based clients appreciate the convenience of our downtown location for combining a planning conversation with other activities in the area.
Whether you’re a snowbird, full-time Florida resident, or planning a move to the Gulf Coast, our Sarasota office provides the same comprehensive, values-driven advisory experience as our Columbia location. We provide our clients with confidence and purposeful direction for their future through a process called the Freedom Formula.
Common reasons clients meet with us in Sarasota:
ADA-accessible building with accessible parking
At Freedom Wealth Planning, we understand that our services are not the right fit for everyone, nor is that our intention. We established our Sarasota office to serve Florida-based clients who value face-to-face advisory relationships and seek to leverage market expertise in a key wealth planning destination.
Our founder, Jared Reynolds, CFP®, CPWA®, CEPA®, CPFA®, maintains an active presence in both locations, ensuring consistency of philosophy and service regardless of which office you visit. This coordination is intended to support your overall financial strategy and help you work toward your long-term financial and lifestyle targets.
If we don't think we're the right fit, we'll tell you. We'd rather give you an honest assessment than take on a client relationship that won't serve you well. Instead, we focus on being the right advisory team for the right clients.
No jargon. No pressure. We listen more than we talk, especially in initial conversations. Your situation is unique, and we'll take time to understand it before suggesting any direction.
When you work with us, we follow through. We return calls and emails promptly, meet commitments, and give you clear visibility into what's happening with your financial plan.
We're grateful for the opportunity to meet with you and genuinely interested in your success. That gratitude shapes how we interact with clients every single day.
Common Questions
We’re happy to discuss initial conversations via video call, especially for first-time contacts. Simply mention your preference when you reach out, and we’ll arrange it.
There’s no formal preparation needed. If you’d like, gather recent statements (retirement accounts, taxable accounts, insurance policies, real estate deeds), but this isn’t required. Many clients simply want to have an initial conversation first.
Your first conversation is complimentary. We use this time to understand your situation and determine whether we’re a good fit to work together.
If there’s a good fit, we’ll discuss next steps, our service model, and fees. If there isn’t a fit, we’ll provide honest feedback and may refer you to someone else who might be a better match.
We serve clients nationwide through advisory services managed via NewEdge Advisors, LLC. Physical office visits aren’t required if you prefer remote coordination.
Freedom Wealth Planning provides panoramic wealth planning to clients who value advice, in a deeply engaged environment, with a sincere and collaborative voice. The first step is a conversation.
Choose your preferred contact method:
Email Us: info@planyourfreedom.com
Visit Us: Columbia, MO or Sarasota, FL (addresses above)
Schedule online: Schedule Your Consultation
We look forward to meeting you and exploring whether a Freedom FORMula partnership makes sense for your situation.
