Accelerate
Your Path to FIRE
At UnBound Capital, we help you reach financial independence faster—and live it with confidence. Whether you're just starting your FIRE journey or refining your plan for early retirement, our focus is on maximizing savings, optimizing investments, and aligning your financial strategy with your desired lifestyle.
Through flat-fee, transparent planning and ongoing advisory support, we walk with you every step of the way—from defining your FI number to designing your withdrawal strategy and living with purpose beyond the numbers.
Expert Financial Guidance, Flat Monthly Fee
Our guidance begins with a deep analysis of your personal cash flow and financial trajectory, giving us a clear picture of your path to financial independence. By leveraging real-time data and forward-looking planning, we help you make informed, confident decisions. We focus on maximizing savings, eliminating inefficiencies, and optimizing every dollar—so your resources are fully aligned with your FI goals. All delivered under a flat, transparent monthly fee.
Maximize Cash flow
Reduce Debt & Expenses
FIRE Number Strategy
Greater Returns
How do we work
At UnBound, we take a focused, collaborative approach to financial independence planning—working with clients across the country who are pursuing early retirement and long-term freedom. Our personalized guidance is designed to help you build a sustainable financial strategy that aligns with your values and lifestyle goals. With a secure framework for tracking progress and ongoing expert advice, we empower you to make smart, informed decisions on your journey to FI—and beyond.
🔥 What We Do for FIRE Clients
Comprehensive Financial Oversight
- Monthly financial reviews to track savings rate and net worth growth
- Real-time reporting on spending, investment performance, and time-to-FI metrics
Capital Allocation & Investment Strategy
- Optimize contributions across taxable, tax-deferred, and Roth accounts
- Design an investment strategy tailored to your timeline, goals, and risk profile
Scenario Planning & Risk Management
- Run FIRE simulations and "what-if" scenarios to test your plan
- Identify financial risks and create contingency strategies to stay on track
Savings & Income Optimization
- Analyze your cash flow to increase your savings rate
- Plan around side income, equity comp, or part-time work to accelerate your FI timeline
Lifestyle & Goal Alignment
- Align your financial decisions with your vision for post-FI life
- Plan for mini-retirements, sabbaticals, Geo arbitrage, or career pivots
Custom FI Dashboards
- Build personalized dashboards to monitor your progress toward financial independence
- Hands-On, Ongoing Support
- Strategy calls at key decision points, plus unlimited email and phone support
- Optional in-person planning sessions for deeper collaboration
Tax Efficiency Reviews
- Coordinate with your CPA to minimize taxes and boost after-tax savings
- Strategize around Roth contributions, HSA funding, and long-term tax planning
1.
Book your Get Started Meeting to explore your goals and gain insights into your financial health.
2.
We will return with prompt, actionable strategies.
3.
Let’s begin our journey. We will assist you in crafting a strategic plan for your FIRE Goals, delivering actionable guidance and continuous insights.
4.
Assess and Analyze. Always striving ahead. We are your dedicated ally in achieving independence.
Unlock Higher Returns with our Free Investment Cost Review.
The initial complimentary assessment aims to identify opportunities for you to increase returns and lower investment cost.
