Your Freedom Number – Mehanna Advisors

Limited to 2 roadmaps per month.

Ten answers. Three numbers. You'll see what it costs to live the life you want, how many years you are from it at your current pace, and how many years tax planning takes off the clock. No sales call to get the answer.

You

Your age

Age you want the option to stop working

Annual spend for the life you actually wantToday's dollars, after tax. Travel, house, kids, all of it.

Where you stand

Investible net worthRetirement, brokerage, cash, rentals. Not your home.

What you invest per year right now

Your practice

Annual collections

OverheadPercent of collections, before your pay

Practice debt remaining

Sale value as % of collectionsMost GP sales land 60 to 80

Assumptions

Investment return

Inflation

Annual tax savings from planningEstimate. The roadmap replaces this with a real number from your return.

Practice ownerWealth Dream Roadmap preview

years to get there at your current pace

years with tax planning working for you

With tax planning Current pace Freedom Number

Projection only. Assumes the 25x rule for the target, straight-line returns, no market drawdowns, and a practice sale taxed at 20 percent net of debt. Real life is lumpier. The full roadmap uses your actual returns, entity, and practice numbers.