Welcome to

Baker Legacy Financial

With a deep understanding of the industry and a commitment to excellence, we specialize in providing tailored coverage to meet your unique needs. Our priority is to protect what matters most to you, offering peace of mind and unmatched dedication to ensuring your best interests are always at the heart of what we do.

The Strategy Every Six-Figure Entrepreneur Needs to Pause, Pivot, or Exit Their Business Without Jeopardizing Financial Freedom

You’ve made the money. Now let’s make sure you keep it— for life.

TESTIMONIALS

WHAT OUT CLIENTS HAVE TO SAY

“I didn’t realize how exposed I was until Kristen and her team helped me see it. The peace I have now is hard to explain. I’m no longer building in fear. I’m building something that will outlive me.”

- MJ

The knowledge I’ve received from partnering with Baker Legacy Financial is truly invaluable. The tools and guidance they’ve provided have helped me build a stable financial future and gain a clearer understanding of my options. I can rest easy at night knowing my future is secure, even as life continues to change.

- Angela

“Working with Kristen gave me clarity and direction. I went from uncertainty to confidence and from ideas to actual results.”

- Nelson

Frequently Asked Questions

1. What exactly is the F.R.E.E. Strategy Session?

It’s a personalized session designed to help high-earning entrepreneurs protect their income, plan their pivot or exit, and access smart-money tools that most traditional advisors never mention. We identify your Freedom Number, assess your financial risk zones, and start building a strategy that works—whether you keep grinding or decide to slow down.

2. Who is this for?

We specialize in working with six-figure entrepreneurs, but we also help seven-figure earners and other high-income individuals who want to protect what they’ve built and create sustainable freedom. If you know your income still depends on you—and you’re ready to fix that—this strategy was designed with you in mind.

3. Is this the same as a 401(k), Roth IRA, or pension plan?

Not at all. Those plans aren’t wrong—but they often come with limitations like penalties, taxes, market risk, and lack of access. The F.R.E.E. Strategy is different. It’s customized to your goals, gives you access to liquid cash, and helps you build long-term freedom without locking your money away. That’s why this session is so important—to see what truly fits your future.

4. What makes this different from what my CPA or financial advisor is doing?

In today’s unpredictable economy, relying solely on traditional advice can leave major gaps. We don’t put your money in the market—but we show you how to grow and protect it like it is, without exposing it to market losses. The tools we use are often overlooked but are built for both security and scalability.