Welcome to the Final Sprint!
Thank you for completing our Discovery Call.
Now, this quick onboarding page guides you through the last steps to formalize your investment and start earning.
Super Simple 4 Step Process
Step 1: Complete Subsciption Agreement
We’ve just emailed you a secure subscription agreement via BoldSign. Please check your inbox (or spam folder) and review/sign the document as soon as you can.
This secure document will outline the terms of your investment and ensure your spot is reserved in the fund. Signing takes less than 15 minutes and is handled through our secure e-signature partner, BoldSign.
Step 2: Verify Your Accreditation
We are required by federal regulations to verify your status as an accredited investor.
This is a quick, secure process managed by our trusted third-party partner, InvestReady. You’ll be asked to upload simple documentation (such as income or net worth verification), or have your CPA/legal advisor sign a form. Most verifications are approved within 1–2 business days
Step 3: Fund Your Investment
Once your documents are signed and accreditation is confirmed, you’ll receive instructions to fund your investment.
Please review the funding instructions carefully and notify us once the transfer is complete so we can track and confirm receipt. Your funds will be held in a secure business account and allocated to the current investment offering.
Step 4: Receive Promissory Note
We’ve sent your personalized Promissory Note via BoldSign. Please check your inbox for a secure link to review and sign the document.
This document serves as your formal investment confirmation and outlines the return structure, repayment terms, and security provisions of your investment.
STILL NOT SURE?
Frequently Asked Questions
1. Do I need to be an accredited investor to participate?
Yes — Phi-nancial Freedom, LLC is currently open to accredited investors only under SEC Regulation D, Rule 506(c). If you're not sure whether you qualify, don’t worry — we’ll walk you through the simple third-party verification process.
2. What documents will I need to verify my accreditation?
To verify your accredited status, you’ll need to submit financial documentation such as recent tax returns, bank or brokerage statements, or a letter from a licensed professional like a CPA or attorney. The process is handled through a secure third-party service and typically takes 1 to 2 business days.
3. How are returns structured for investors?
Investors receive a fixed annual return through promissory notes. These are backed by a diversified pool of real estate investments and do not require long-term lockups. Terms and interest rates are clearly outlined in your investment agreement, and we review everything during the onboarding call.
4. Can I invest through a Self-Directed IRA or Solo 401(k)?
Yes, we accept investments through most Self-Directed IRAs and Solo 401(k) plans. If you need assistance working with your custodian, let us know and we’ll be happy to help.
5. Is there a minimum investment amount?
The minimum investment for the current offering is $25,000. From time to time, we may offer special terms for early investors or those referred by existing clients. Feel free to ask about any current promotions.
6. What happens after I sign the documents?
After signing your documents, you’ll complete a quick accreditation verification process. Once verified, we’ll send you funding options. After funds are received, your promissory note will be executed and emailed to you for your records. You’ll then start earning your fixed return.
7. What if I’m not accredited? Can I still invest later?
Currently, this fund is limited to accredited investors. However, we may offer alternative opportunities in the future that are open to sophisticated, non-accredited investors. Let us know if you’d like to be notified when those are available.
8. Who do I contact if I have questions?
You can use the contact form below or email us at [email protected]. We typically respond within one business day.