Reaching out to a wealth planning firm should feel less like filing a request and more like opening a door. Whether you’re picking up the phone, sending an email, walking into one of our offices, or scheduling a FIT Meeting, you’ll land in the same place: a real conversation with a real team. Schedule a cost-free initial consultation to meet with our team and start with as much or as little context as you’re comfortable sharing.
Below you’ll find every way to reach us, and a little context for what to expect once you do.
Different people prefer different starting points, and we work with all of them. Each method below routes to the same team, and we typically respond within one business day.
Main line: 573.875.3939
Calling is the fastest way to talk through your situation. Our team answers during business hours, and if you reach voicemail, leave your name, a callback number, and a brief note. We’ll be back to you the next business day at the latest.
Email works well if you’d rather start with a written record, or if you’re reaching out after hours. Include your name, the best number to reach you, and a sentence or two about what prompted you to write. That helps us bring the right person into the first call.
Ready to schedule a specific time? Use our appointment booking page to pick the date and format that works best for you. FIT Meetings can happen in person, over video, or by phone.
Freedom Wealth Planning
1000 W Nifong Blvd., Bldg. #3, Ste. 220
Columbia, MO 65203
Hours: Monday-Thursday 8:30am -4:30pm CST. Friday 8:30am – 3pm CST. Closed Saturday, Sunday, and federal holidays.
Phone: 573.875.3939
The office sits in West Columbia, accessible from I-70 and Highway 63. The building offers free surface parking with spaces near the entrance, and our suite is on the second floor with clear signage in the lobby. If you’d like a Google Maps link sent to you in advance, mention it when you call or email and we’ll send one over.
Our receptionist will greet you and bring you back to one of our meeting rooms. You may also be greeted by Sunny, our office dog and unofficial Chief Happiness Officer. Coffee and water are usually on the counter, and first meetings tend to run 45 to 60 minutes. The conversation goes both directions: you’re evaluating us, and we’re listening for whether we can genuinely add value to your situation.
Freedom Wealth Planning
1343 Main Street, Ste. 705
Sarasota, FL 34236
Hours: Monday-Thursday 8:30am -4:30pm EST. Friday 8:30am – 3pm EST. Closed Saturday, Sunday, and federal holidays. Our Sarasota office operates on Central Time to stay coordinated with our Columbia team, so please plan accordingly if you’re scheduling from the Eastern Time zone.
Phone: 573.875.3939 (all calls route to the same team)
Our Sarasota office is centrally located on Main Street in downtown Sarasota, walking distance from shops, restaurants, and the waterfront. Street parking is available, and a parking garage is one block away. Suite 705 sits on the seventh floor with elevator access from the lobby.
Our Sarasota space serves clients who live full-time on the Gulf Coast, snowbirds who split the year, and families planning a relocation to Florida. Many of our Florida-based conversations include retirement-residence questions, multi-state tax coordination, or business owners preparing for a transition while spending winters down south. Whatever brought you to Sarasota, the planning conversation we’ll have here is the same panoramic Freedom FORMula process you’d experience in Columbia.
Once your message lands with us, the first thing that happens is a quick internal review so we know which member of the team is best positioned to follow up with you. Some inquiries land naturally with Jared, others with Gina, others with Lorna, Payton, Taylor, or Bill depending on where the conversation is starting, so before you even hear back, there’s some thought behind who picks up the call, and the entire team stays involved from there.
You’ll hear from a real person within one business day, usually sooner. The first contact is light: a few questions to understand what prompted you to reach out, a check on schedules, and a confirmation that we can find a workable time to talk in more depth.
When schedules allow, we move into a FIT Meeting. This is the mutual-evaluation conversation where you share what you’ve built and what you’re hoping for. We listen, ask honest questions, and tell you plainly whether we’re the right fit, the wrong fit, or something in between. The FIT Meeting can happen in person, over video, or by phone. There’s no charge and no pressure to continue past it.
At the end of the FIT Meeting, we tell you what we think. If we believe we can add real value, we’ll outline how the next phase looks, and if we don’t, we’ll tell you that too, often with a recommendation of someone better suited to your situation. Either way, you’ll leave the conversation with clarity you didn’t have walking in.
Both work. Calling 573.875.3939 during business hours gets you to a real person. If you’d rather pick a time that fits your calendar, the Request an Appointment page has a booking widget that walks you through it. Either path leads to the same first conversation.
Yes. Many of our clients work with us entirely by video and phone, especially those located outside Missouri and Florida. Just mention your preference when you reach out, and we’ll set things up accordingly.
No formal preparation is required. Some people like to gather recent statements (401(k), IRA, brokerage, insurance) ahead of time. Others just want to talk and figure out next steps from there. Both are fine. The first conversation is mostly about whether the relationship can work.
The FIT Meeting is complimentary. We use it to understand your situation and determine whether we’re the right fit. Fees and engagement terms only come up if both sides decide to move forward.
Yes. We serve clients across the United States through a combination of in-person meetings (in Columbia or Sarasota) and video or phone meetings. Advisory services are provided through NewEdge Advisors, LLC, our registered investment adviser platform, which is set up for multi-state client relationships.
Yes. Every conversation, document, and email exchange is treated as confidential, both for prospective and active clients. We do not share details outside the team, and we do not sell or repurpose contact information. This includes anything you share during a FIT Meeting that does not lead to engagement.
Whichever method works best, the next step is just a conversation. No pitch. No pressure. Just an honest exchange about what you’ve built, where you want to go, and whether Freedom Wealth Planning is the right partner for the next chapter.
Call: 573.875.3939 | Email: [email protected]
Columbia, Missouri Office: Monday-Thursday 8:30am -4:30pm CST. Friday 8:30am – 3pm CST.
Sarasota, Florida Office: Monday-Thursday 8:30am -4:30pm EST. Friday 8:30am – 3pm EST.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
