Helping Families Grow, Protect, and Invest

for Lasting Financial Freedom

At My Financially Free Life, we do more than manage money — we guide families and professionals on a journey toward financial clarity, security, and long-term wealth.

Our approach combines personalized strategies, ethical guidance, and modern systems to create solutions that fit real lives, not generic templates.

Real Results Families Trust

0+
Families Empowered
$0m+
Savings Facilitated
0+yrs
Financial Experience

Why We Exist

With over 17 years of combined experience in financial services, Daniel and Chandler Holt, along with Shawn and Laura O’Donnell, have seen both the promise and the pitfalls of the industry. They’ve witnessed firsthand the backside of traditional financial services—where clients aren’t always put first, advice can be generic or self-serving, and agents are left without the guidance, systems, or support needed to truly succeed.

Determined to do things differently, they founded My Financially Free Life with a clear vision: a place where clients always come first, and where agents are empowered to grow, serve, and thrive.

  • For clients, this means strategies built around your unique goals, values, and dreams—not a product or quota.

  • For agents, it means a proven system for success, five phases of modern training, ongoing mentorship, and a team that evolves with the times.

No outdated methods. No pressure tactics. Just real, ethical guidance and meaningful results.

They created a financial services team that aligns purpose with action, integrity with results, and vision with long-term success—for every family and every agent they serve.

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Families Who Secured Their Future With Us

★ ★ ★ ★ ★

Before sitting down with the team, as a single parent I was always worried about what would happen to my daughter if something happened to me. They explained all my options to me, showed me a way to optimize the money I had saved toward my retirement and helped me get a policy that fit my needs perfectly. I have so much more peace knowing I have living benefits if something should happen to me as well as provision and legacy for my daughter.

Katrina Thompson
Client
★ ★ ★ ★ ★

When we first came to know the team, our finances were a mess! We just couldn’t seem to get a handle on our budget and though we tried to save, it seemed to never really grow. They helped us first build a workable budget and set up a better way to save with higher growth. They showed us areas that we weren’t even aware of where we didn’t have our family protected in case something should happen. We feel so much more hopeful about our future knowing we’re on the right track!

James & Sarah Hinsom
Client
★ ★ ★ ★ ★

Working with their team has been a great experience. We considered ourselves well equipped in our finances but came to understand there were strategies we’d never been aware of that solved our greatest needs! Everything has been explained so well and communication has been provided every step of the way. Now our retirement security and income is greater than we’d even previously believed possible! My wife and I are so grateful for their help

Bernard & Mary Waller
Client

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Families Who Secured Their Future With Us

★ ★ ★ ★ ★

Before sitting down with the team, as a single parent I was always worried about what would happen to my daughter if something happened to me. They explained all my options to me, showed me a way to optimize the money I had saved toward my retirement and helped me get a policy that fit my needs perfectly. I have so much more peace knowing I have living benefits if something should happen to me as well as provision and legacy for my daughter.

Katrina Thompson
Client
★ ★ ★ ★ ★

When we first came to know the team, our finances were a mess! We just couldn’t seem to get a handle on our budget and though we tried to save, it seemed to never really grow. They helped us first build a workable budget and set up a better way to save with higher growth. They showed us areas that we weren’t even aware of where we didn’t have our family protected in case something should happen. We feel so much more hopeful about our future knowing we’re on the right track!

James & Sarah Hinsom
Client
★ ★ ★ ★ ★

Working with their team has been a great experience. We considered ourselves well equipped in our finances but came to understand there were strategies we’d never been aware of that solved our greatest needs! Everything has been explained so well and communication has been provided every step of the way. Now our retirement security and income is greater than we’d even previously believed possible! My wife and I are so grateful for their help

Bernard & Mary Waller
Client

Our Journey

Daniel Holt

Co-Founder | Financial Broker

Chandler Holt

Co-Founder | Financial Broker

Shawn O’Donnell

Co-Founder | Financial Broker

Laura O’Donnell

Co-Founder | Financial Broker

Daniel and Chandler Holt have seen firsthand the difference that intentional financial planning can make. They know that with clear strategies and wise stewardship, families can do more than protect their money—they can build legacies, secure futures, and achieve dreams.

Shawn and Laura O’Donnell bring a deeply personal perspective. After navigating the financial impact of a serious cancer diagnosis, they experienced how unprepared families can face unnecessary stress and risk. Their journey strengthened their commitment to helping clients plan with purpose, protect what matters, and invest with confidence.

Together, the four co-founders combined decades of experience, personal insight, and a shared conviction: financial freedom isn’t a quick fix—it’s a values-driven journey.

Why Families Choose Us

We Put You First

Every strategy is built around your goals, values, and vision, not a pre-packaged product.

We Protect What Matters

From life and health insurance to asset protection, we make sure your family is covered.

We Grow Your Wealth

Our Grow. Protect. Invest. approach helps you increase income, optimize cash flow, and invest wisely.

We Stay With You

Life changes—and so do we. We adjust your plan as needed, ensuring you always stay on track.

We Believe in Transparency & Ethics

No hidden agendas, no pressure. Just trusted guidance and actionable strategies.

The Simple 3-Step Plan to Grow, Protect & Secure Your Family’s Financial Future

1. Discovery & Clarity

We learn about your family, values, and financial goals so every decision is tailored to you.

2. Personalized Strategy

Using Grow, Protect, Invest, we create a plan that grows your wealth, protects assets, and reduces stress.

3. Implementation & Support

We guide you every step of the way and adjust your plan as life changes, keeping your family secure.

The Simple 3-Step Plan to Grow, Protect & Secure Your Family’s Financial Future

1. Discovery & Clarity

We learn about your family, values, and financial goals so every decision is tailored to you.

2. Personalized Strategy

Using Grow, Protect, Invest, we create a plan that grows your wealth, protects assets, and reduces stress.

3. Implementation & Support

We guide you every step of the way and adjust your plan as life changes, keeping your family secure.

A Company for Agents

Who Want More

At My Financially Free Life, we don’t just help clients—we empower financial professionals.

  • Proven 5-Phase Training System: From day one to mastery, agents receive structured guidance and mentorship.

  • Ongoing Support & Modern Tools: Stay current, efficient, and competitive—no outdated methods.

  • Mission-Driven Team: Join a network of ethical, passionate professionals who care as much as you do.

  • Flexibility & Growth Potential: Build your business on your terms while making a real impact.

Our agents are prepared to serve with confidence, deliver results, and help families achieve lasting financial freedom.

Your Family’s Financial Future Can’t Wait Any Longer

Take control today to secure clarity, confidence, and lasting protection for the ones you love.

Waiting even a few weeks can cost opportunities, allow debt to grow, or leave assets unprotected. Every day counts so don’t risk your family’s security.

Here’s what happens when you reach out now:

  • Peace of Mind knowing your family’s income, assets, and future are fully protected

  • A Personalized Plan tailored to your goals and life circumstances, not generic advice

  • Expert Guidance & Support from licensed financial consultants every step of the way

Schedule Your Free Strategy Call Today and Start Protecting Your Family’s Future

Helping families grow, protect, and invest for lasting financial freedom.

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Get In Touch

Address

Franklin, Tennessee, USA

Email
[email protected]

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