Delegators
The Freedom Maximizer
You're a Freedom Maximizer—someone who sees financial planning as a tool to unlock time, flexibility, and peace of mind.
You want to live well, travel light (financially and mentally), and enjoy the benefits of your success without being bogged down by complexity or constant oversight. You’re happy to delegate—as long as you know it’s in the right hands.
Decision-Making Style: Delegator
You’re not looking to micromanage your money. You want to set the direction, then trust someone skilled to handle the details.
Financial Motivation: Lifestyle-Oriented
Your focus is on living well—comfort, travel, experiences, and freedom. You want your wealth to support a life you love, not become a second job.
Pace & Communication Style: Instinctive + Executive
You make fast decisions when something feels right, and you prefer minimal check-ins. You’d rather not be pulled into financial weeds unless something important changes.
Values and Priorities
- A streamlined, hands-off approach to managing your finances
- Confidence that someone experienced is looking out for you
- Flexibility and optionality in how you use your wealth
- Clear reporting, minimal meetings, and maximum peace of mind
Potential Blind Spots
- You may overlook planning gaps if you’re not prompted to check in
- Quick decisions could lead to missed opportunities
- Without clear delegation, responsibilities may fall through the cracks
How We Work With Freedom Maximizers
At LaChance Wealth Partners, we build streamlined, lifestyle-aligned financial strategies for people who want to live freely without sacrificing security.
We lead the way—quietly and competently—on everything from investments to cash flow, tax strategy, estate planning, and charitable giving. You stay focused on what matters most, while we ensure your financial life runs smoothly behind the scenes.
Let’s set you up for freedom without friction.
Start with a short, no-pressure conversation to explore how our process supports clients like you.
Click Here to Schedule Your Call now.
You’ve earned your freedom. Let’s protect it.