Our
Difference

Our work sits at the
intersection of two
worlds that rarely
come together: the
precision of financial
strategy and the
emotional reality of
life’s biggest transitions.
We don’t just run
numbers — we help
make sense of them.
We bring clarity to
chaos and help find
direction when things
feel overwhelming.

Divorce Financial Advocates™, The Stronger Method™, Retirement by Design™ are service marks by Purposeful Wealth Advisors®, used under Keating Financial Advisory Services, Inc.  Purposeful Wealth Advisors® provides financial planning and analysis support. We do not provide legal advice.

Our team reads financials the way some people read body language: every detail tells a story.

And we take time to understand people, too.

We often notice when a divorce settlement may be heading off track, when nuances could be helpful to an attorney, or when a client is too overwhelmed to see the full picture.. We’re also skilled at helping our clients create a retirement by design - their design, and pivot their financial strategy through any of life’s big changes. Our job is to translate all of that into calm, clear strategy — helping our clients feel grounded, informed, and even in the midst of complexity.

What we do isn’t traditional financial planning. It’s what we call financial clarity work. Whether we’re guiding a client through The Stronger Method ™ of Divorce Advocacy or helping create a Retirement by Design™, our goal is the same: to give confidence, insight, and clearer understanding about the road ahead.

Our Beliefs and Why Choose Us?

Our Mission

To empower people to live abundantly and intentionally by helping them make purposeful decisions with their money wherever their journey takes them.

What Distinguishes Us?‍ ‍

  • 1. We expect change.‍

    Life is change. That we can’t control. What we can control is how we manage it. This is our sweet spot — helping people financially plan for and manage life’s transitions, especially divorce, retirement and widowhood.

  • 2. Client first, always.‍

    Our role as a fiduciary for advisory relationships informs every decision we make. Simply put, our clients’ interests come first.

  • 3. Selectivity.

    We strive to build a team of skilled financial professionals committed to delivering thoughtful advice and service. 

  • 4. Abundance + excellence, always.

    We empower people to live abundantly and intentionally, and we believe there are opportunities for growth for every client. We don’t quit until we find each client’s best solutions.

  • 5. Personal and global.

    Our clients experience a personalized, boutique approach to service, combined with access to the resources, technology, and investment capabilities of established custodial platforms, including Raymond James and Schwab.

  • 6. A choice of fee structures.

    ‍We offer every client a customized financial planning experience as well as two fee structures to meet their distinct needs

    Financial Planning clients we charge a flat fee based on the complexity of your financial plan.

    Financial Planning With Investment Management clients we charge a percentage of the assets that we manage.

  • 7. Our network, your network.

    Financial decisions are only as sound as the context in which they exist. So when good decisions are also being made in other areas of your life — legal, accounting, business, etc. — the whole is stronger. We’ve developed a network of professionals that we gladly share with our clients.