Your personalized Freedom Gap report
How far are you from financial freedom?
Find out in minutes.
Map your Freedom Numbers, see where you stand today, and get personalized next steps for closing the gap between your life now and becoming work optional.
stand today
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Calculating your Freedom Gap
Comparing your monthly life with the income your investments produce today…
Step 1 · Fund your life
What does your life cost each month?
Use your best estimate. This is the monthly amount your investments would need to produce to cover your life.
Step 2 · Your Freedom Levels
Four levels between where you are and full freedom.
Each level represents the monthly passive cash flow needed to fund a larger share of the life you described.
Foundation Freedom
A quarter of your monthly life funded$1,500Halfway Freedom
Half of your monthly life funded$3,000Flexible Freedom
Three quarters of your monthly life funded$4,500Full Financial Freedom
Your full monthly life funded$6,000Step 3 · Your Freedom Coverage
What income are your investments producing today?
Select the income sources you currently receive and enter an average monthly amount. We’ll total them automatically.
Only include income you receive today, after expenses. Count each payment once. If you receive none yet, leave the total at $0.
Your passive cash flow currently covers 29% of your full-freedom number.
Coverage shows how much of each Freedom Level your current passive cash flow funds. This is a planning snapshot, not a prediction or guarantee.
Step 4 · Choose your path
An estimate is fine. Leave out the money you keep for emergencies. This helps our team suggest the right support.
How would you most like to grow your passive income?
Select every path you want to explore. We’ll include your choices in your personalized report.
Your report will summarize these numbers and the paths you want to explore. No investment outcome is promised.
Step 5 · Your timeline
When do you want your investments to fund your life?
Add your desired timeline so your report can map what you need, where you are today, and the gap between them.
Look for your report in Downloads.
Your numbers are the starting point.
Your Freedom Gap
won’t close itself.
You now know where you are, where you want to go, and the distance between the two.
The next question: what’s the smartest way for you to close it?
Watch Ali: Your Financial Freedom Roadmap
A short message on turning your numbers into next steps.
Your snapshot
Want us to help you build your plan?
Book a free Freedom Planning Session with our team.
- Review your personalized results
- Talk through what’s keeping you from your next Freedom Level
- Explore ways to grow your investment income
- Identify practical next steps for your goals
- Get your questions answered
This timeline is a planning target based on the information entered today. It is not a prediction or guarantee of investment results.