Scott Jarred was the creator in 2019. It was first used on the web and in collateral materials. The Freedom Wheel is a proven process that works, made up of principles you can trust designed around you, your family, and your future. Through the Freedom Wheel, we establish your “why” for money, get the right people on your team, create a scorecard to measure your success, establish rules based off your investor DNA, work off a model that adjusts and adapts to life, and discover the power of getting one dollar to do multiple things.  To us, the Freedom Wheel is not just a concept. It is not a hypothetical structure that we believe works in theory. It is an actual strategy that we know works, because we implement it with our clients every single day. The Freedom Wheel is about mindset, and it is also about an actual, practical, actionable path you can follow to grow and protect your wealth—and the opportunity to learn from and work with the very advisors who put these principles into action every day.