OVERVIEW
A consultation with a TFP advisor is the best way to get personalized guidance on your situation — whether you’re exploring services, working through a specific question, or ready to take the next step.
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CONSULTATION OPTIONS
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• Members who are part of the Elite or Ultimate Freedom memberships receive annual credits for 1-on-1 consultations, which can be redeemed on the Request Consulting page.
• 30-Minute Consultation ($175) — Quick question, specific topic, or initial discovery. Great for members who know what they need and want focused guidance.
• 60-Minute Consultation ($350/hr) — Deeper dive into your situation. Ideal for complex questions, service planning, or working through multiple topics.
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FREQUENTLY ASKED QUESTIONS
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Q: Do I need to be a member to book a consultation?
A: Consultations are available to Elite and Ultimate members as part of their membership benefits. If you are not part of those tiers, you can purchase a consultation separately.
Q: What can I use a consultation for?
A: Any topic relevant to your freedom journey — including Trusts, Status Correction, taxes, asset protection, understanding your documents, or general guidance on next steps.
Q: What’s the difference between a consultation and my included call (Elite/Ultimate)?
A: Your included annual or quarterly calls are scheduled through your membership. A paid consultation is an on-demand session you can book any time for any topic, regardless if you have any consultation credits.
Q: How do I prepare for my consultation?
A: Write down your top 2-3 questions or topics in advance.
The more focused you are, the more you’ll get out of your time.
Q: What happens after my consultation?
A: Your advisor may recommend next steps, follow-up resources, or specific services based on your conversation. You’ll receive a summary or follow-up as appropriate.
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STEP-BY-STEP: HOW TO REDEEM A CONSULTATION CREDIT (FOR ELITE / ULTIMATE MEMBERS)
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Step 1 — Log in to your member dashboard
Step 2 — Navigate to “Request Consulting“
Step 3 — Fill out the form on the page
Step 4 — If you have a remaining consultation credit to redeem, the scheduling link to book your consultation will be emailed to you.
Step 5 — Complete the booking form from the booking link that was emailed to you.
Step 6 — You’ll receive a confirmation email with your call details
Step 7 — Show up prepared with your questions — your advisor will be ready!
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STEP-BY-STEP: HOW TO PURCHASE A CONSULTATION
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Step 1 — Log in to your member dashboard
Step 2 — Navigate to the Shop
Step 3 — Select your consultation type (30 or 60 minutes)
Step 4 — Choose your consultation topic, and purchase the consultation
Step 5 — Complete the booking form from the scheduling link that will be emailed to you after purchase
Step 6 — You’ll receive a confirmation email with your call details
Step 7 — Show up prepared with your questions — your advisor will be ready!
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TIPS
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• Book in advance — popular time slots fill up quickly.
• Prepare your questions ahead of time to maximize your session.
• Have relevant documents on hand if your question relates to a specific service or situation.
