Allen Freeman CFP, CLTC, CDFA

15/07/2024

07/03/2022

Upon learning about the existence of Second Saturday I knew I had to be a part of this. I have not been divorced. However I was widowed and left with two young children – I know the overwhelm of being a single dad, the financial changes we all experience and the emotional toll on everyone … Alle...

09/02/2022

Divorce Planning Workshop in Bluffton and HH

On the second Friday of each month I will be participating as a panelist in a Second Saturday Divorce Workshop sharing information as it pertains to mortgages
The workshop is designed to help participants explore legal, financial and emotional issues of divorce.
To learn more and/or register for a Zoom presentation click here: https://www.blufftonsecondsaturday.com/

29/04/2021

{Live Webinar} :

Learn why the monthly-subscription based financial planning model is quickly becoming an attractive alternative for financial planning and wealth management and why you should consider it.

REGISTRATION LINK IN COMMENTS

Top 4 advantages that clients realize when they work with us:

Their INVESTMENT PLAN was NOT aligned with their LIFE PLAN

They WERE NOT tracking well towards financial independence
(i.e. Retirement)

They were paying WAY TOO MUCH for asset management fees

They have a better understanding and control over their finances

More and more investors are demanding transparency and fairness in the fees they are paying.

So many people are saying they are getting taken advantage of by the traditional financial services firms charging them hefty fees for managing their hard-earned retirement money.

Investors are waking up and realizing and asking, “what am I actually paying you for?”

Also, retirees are wanting and needing more financial planning for life events … and not getting it.

We listened to you and heard your frustrations …. And created MyCookieJar.net

A monthly subscription based financial planning model with transparent fee packages

WOW … What a refreshing idea!

YOU MUST REGISTER TO ATTEND THIS INFORMATIVE EVENT

19/04/2021

Finally ... a financial planning platform built for you and putting your needs first ... Refreshing

15/04/2021

Top 3 advantages that clients realize when they work with us:

Their INVESTMENT PLAN (401k) was NOT aligned with their LIFE PLAN

They WERE NOT tracking well towards financial independence (i.e. Retirement)

They were paying WAY TOO MUCH for asset management fees

Why we created MyCookieJar.net

You realize that your needs have changed and you want to control how you receive financial planning and better manage your money.
The problem is financial firms didn’t change to help you.

We created MyCookieJar.net from the ground up to solve this problem of the broken system with traditional firms and offer a monthly-subscription based financial planning service designed to be flexible for your needs and provide financial planning and money management.

Learn more: MyCookieJar.net

08/04/2021

Many people are realizing that their needs have changed for how they want to receive financial planning and wealth management.

One that is more transparent and fair.

The problem is your needs changed but financial firms didn’t.

We created a new company from the ground up to solve this problem of the broken system with traditional financial firms and offer a monthly-subscription based financial planning service designed to be flexible for your needs and provide financial planning and money management.

06/04/2021

Monthly-subscription based financial planning.

The time has come for a change

Most financial services companies only care about you as far as they can sell you investment products or require you to turn over your assets to them for cookie-cutter portfolios.
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We start with your vision and goals to create a Life Plan. Then we connect your Life Plan with your Investment Plan. Allowing you to focus, thrive and live an intentional life.