The Freedom Gameplan · Business Owner Freedom Planning

You built the business. Has it been converted into personal freedom yet?

Most business owners focus on growing the business. Far fewer spend time coordinating the personal wealth, tax planning, risk management, retirement strategy and future decisions that ultimately determine how much freedom that success creates.

A business owner pausing beside an open window overlooking the coast

“Success should make more of life possible.”

The Freedom Gameplan

The question that matters

Is your business creating the freedom you wanted when you started it?

The business grows. Revenue increases. Responsibilities multiply. Eventually the owner can become one of the most important employees in their own business.

The Freedom Gameplan connects business, personal wealth and future plans so your success creates more options — not simply more work.

Connecting the dots

The Freedom Gameplan connects the dots.

Most business owners have pieces of a plan. The challenge isn't usually a missing piece. It's that nobody is looking at how all the pieces work together.

  • An investment account
  • A corporation
  • Insurance
  • An accountant
  • A lawyer
  • Retirement savings
  • An eventual exit in the back of your mind

The Freedom Gameplan helps you coordinate your business, personal wealth, tax planning, protection and future options into one clear picture.

The four freedoms

A fuller measure of success.

Not how good you are at running a business — how much optionality the business is actually creating for you.

01

Lifestyle Freedom

How much control do you have over your time?

02

Financial Freedom

Is your business making you personally financially independent?

03

Business Independence

Can the business operate without you?

04

Time & Money Leverage

Can your business earn more without you working more?

Your path forward

From current reality to desired freedom.

  1. 01

    What do I want?

    Define what freedom actually means to you personally.

  2. 02

    Where am I today?

    Assess how much freedom the business currently creates.

  3. 03

    What's in the way?

    Identify your biggest Freedom Constraints.

  4. 04

    What needs to change?

    Find the highest-leverage opportunities across business, wealth and life.

  5. 05

    What do I do next?

    Build your personalised Freedom Gameplan.

Business × Wealth × Life

Money isn’t the goal. Freedom is.

The business creates wealth. Wealth creates options. Options create freedom. You decide what work — and life — should look like next.

Tyler Hoffman, FMA — President of OnPoint Private Wealth Coaching, outdoors with his dog

Your guide

Tyler Hoffman, FMA

President, OnPoint Private Wealth Coaching

Most business owners started their business for freedom — more flexibility, more control, more options. Somewhere along the way, many discover they've built a business that depends on them more than they'd like.

Tyler understands that journey because he's lived it. After years as a financial advisor, he stepped into business ownership as a Shack Shine franchise owner, gaining firsthand experience with the realities entrepreneurs face every day.

Today, as President of OnPoint Private Wealth Coaching, Tyler helps owners connect the dots between their business, their finances, and the life they're trying to build.

Because money matters. Business matters. But freedom is the goal.

Questions, answered

Before you take the Score.

The quick answers owners ask before they start.

What is the Work Optional Score?

It's a free, 10-question assessment that measures how much freedom your business is actually creating for you across four areas: Lifestyle Freedom, Financial Freedom, Business Independence, and Time & Money Leverage. You get a score out of 100 and a personalised breakdown of where your biggest opportunity sits.

How long does it take?

About five minutes. The ten questions use a simple scale, and you'll see your score and results immediately after submitting your email.

Who is this for?

Business owners and consultants who want their business to create more freedom, flexibility, and optionality — not just more work. It's built for owners who are doing well but feel like the business still depends on them more than they'd like.

Is there any cost?

The Business Optional Score and the Freedom Gameplan are free. There's no credit card and no obligation. Owners wanting greater clarity and implementation strategies can upgrade their Gameplan for a onetime fee of $47.

Will I get personalised results?

Yes. Your score is calculated from your answers, and the results page shows your overall score, each dimension, your biggest opportunity, and what your answers reveal about your next best move — not a generic report.

Do I need to become a client?

No. The Score is designed to give you clarity whether or not you ever work with us. If the results are useful on their own, that's a win. If you want to go deeper, the Gameplan is there when you're ready.

What happens after I see my results?

Your results page walks through what your score means, your biggest opportunity, and a clear path forward. From there you can take the next step on your own, book a complimentary Work Optional Strategy Session, or explore the Freedom Gameplan — entirely your call.