A gift certificate for Financial Freedom Planners planning services makes a thoughtful gift for the holidays, weddings, milestone birthdays, any occasion!  Graduates, new parents, employees, soon-to-be retirees, and busy people will appreciate them too.

How does it work?

  • Gift Certificates are available in $225 increments (minimum $225).  Each $225 buys one (1) hour of financial planning.  This doesn't begin until after the "Getting to Know You" initial meeting & Confidential Questionnaire, and the planning project is clearly defined.

  • After we receive your order, we send you the gift certificate in the requested amount.  You fill in the lucky recipient's name and deliver the gift.

  • ​The recipient contacts Financial Freedom Planners to set up the initial inquiry and redeem the gift certificate.  He or she receives financial advice on their topic of choice.  This could be cash flow, debt management, investments, retirement planning, etc. for the amount of time on the certificate.

  • Financial Freedom Planners gift certificates expire in one (1) year.  We can work with you if you have special requests.

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A Gift Certificate for someone you care about!

Want to give the gift of financial peace of mind to someone you care about?

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As simple as filling out this form, put "Gift Certificate" in the Subject Area - then hit Submit :

After receiving, we will get back to you right away to make arrangements for your gift.