Your Advisor Toolkit
Thank you for partnering with us. Your clients trust you to guide their financial decisions. When they are overwhelmed, disconnected from their goals, or stuck in planning fatigue, everything slows down. The OptionBuilt™ Collective helps them get aligned and ready for action.
You are not adding another program to manage. You are giving your clients a powerful resource that makes your work with them faster, easier, and more effective.
How This Helps Your Clients
When your clients join the Collective, you don't get competition—you get collaboration.
✓ We help your clients define their personal Freedom Point → you help them fund it.
✓ We help them structure their business freedom systems → you guide the wealth impact.
✓ We help them see the gaps in their financial freedom plan → you provide the solutions.
It's a true team sport: we create clarity, you create execution. Together, your clients win.
Why the Collective Matters for You
When you refer clients to the Collective, you don’t lose influence—you gain leverage.
Clients move faster. They stop ignoring your advice and start acting on it.
Your value grows. They see you not as a “necessary cost” but as an essential partner in building freedom.
Your AUM increases. As their business becomes more transferrable and profitable, you gain more assets to manage.
Your relationship strengthens. Instead of you pushing planning, your client starts pulling it from you.
We’re not here to replace you. We’re here to make your role easier, clearer, and more valuable.
Triple Freedom Framework
The Collective is built on a foundation called the Triple Freedom Framework.
Personal Freedom
How much time, choice, and identity you have outside your business
Business Freedom
How independent, transferable, and scalable your business really is
Financial Freedom
How strategically your wealth is protected, growing, and working for you
The Collective helps owners align all three—so they don't trade their life for a business or reach exit unprepared.
Freedom Score
The Freedom Score is the first step your clients take before joining the Collective. It's a free, five-minute assessment that gives them a clear snapshot of where they stand across personal, business, and financial freedom.
✓ It helps them see the gaps—not just vague worries, but real measurable misalignments
✓ Your clients get a personalized report with their scores across all three freedom dimensions
✓ They stay in control—your clients always have the option to bring their results directly to you
✓ Your value grows—when they understand what's missing, your advice becomes even more urgent and relevant
Your Referral Link
Every advisor partner has a unique referral link. Yours was in the email with the link that brought you to this page.
Share this link with your clients when you want them to complete the Freedom Score Quiz.
Your link automatically tags your clients so you stay informed at every step.
Advisor Scripts
Copy and Paste
Short Email Script
Subject: A resource I want you to see
Hi [Client],
I'd like you to take a quick assessment called the Freedom Score. It gives you a clear view of where your personal, business, and financial freedom are aligned and where they're drifting apart.
Here is your link: [advisor referral link]
Once you complete it, we can use your results in our next meeting. Let me know what you think.
Intro script for Zoom or in person
"I'd like you to take the Freedom Score. It gives us a much clearer picture of how aligned your goals, your business, and your current plan are. It takes five minutes and you'll get a custom report. Here is the link."
Short text message script
"Sending you a quick tool to help us get more clarity for your next planning session. Here's your link. Takes 5 minutes."
The Collective wasn't built in theory—it was born from lived experience.
Greg's Story
A successful business owner who lost it all and had to rebuild from scratch. During that rebuild, he created the Triple Freedom Framework to ensure owners don't just build wealth "someday"—but live free now while scaling toward optional exits. Today, Greg is a business advisor.
Cara's Story
The daughter of a once-thriving business owner who lost his identity when forced out by big-box competition. Watching her father's decline drove her to ensure no owner ever sacrifices their purpose or personal freedom in the process of running a business.
We met serving together on the board of the Exit Planning Institute's Chicago Chapter. Greg saw Cara's unique approach to personal freedom planning, and how it connected to his business planning, and together we realized: this was the missing piece.
After piloting with a group of Greg's business advisory clients, the results were clear—owners don't just want better strategy; they want integrated freedom. That insight launched the OptionBuilt™ Collective.
Frequently Asked Questions
Who is the Collective for?
Exclusively for business owners—founders, CEOs, partners—who want freedom now, not just at exit.
Does the Collective compete with me?
No. We don't do tax, legal, or wealth planning. We accelerate the work you're already advising on. Cara is an expert in personal planning. Greg is an expert in business planning.
How do I know my clients won't get pitched?
To protect the integrity of the space, the Collective is strictly for business owners only. Advisors and service providers are not admitted. We collaborate with wealth advisors externally, but they do not participate inside the Collective.
How does this help my practice?
When owners tie your advice directly to their personal vision, they stop delaying and start acting. That deepens trust, increases assets, and strengthens retention.
What if my client isn't ready for exit?
Perfect. Most aren't. That's why we focus on freedom now—personal clarity and business systems that build wealth and optionality.