Helping you navigate life’s most complex financial chapters

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You don’t have to figure money matters out alone.

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Divorce Financial AdvoCACY™

Wealth Management

Retirement Planning

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Finances can be extremely complex

From high-asset, high-stakes divorces to retirement and beyond.

That’s our strength.  

We do far more than manage money.

We act as your Divorce Financial Advocates™, guiding you through every financial decision with clarity and confidence — especially when there are questions about transparency, control, or complex financial details.

Through our Retirement by Design™ process, Lifestyle Planning and ongoing Wealth Management services, we help all our clients (not just our divorced ones!) to turn financial transition into a foundation for long-term clarity and direction— aligning their wealth, values, and vision for the future so every decision supports the life they truly want.

But our work doesn’t stop there...

Discover How We Can Help

Divorce Financial Advocate™ and Retirement by Design™ are service marks used by Purposeful Wealth Advisors® to describe its investment advisory approach within Keating Financial Advisory Services, Inc. The ‘™’ designations indicate claimed marks that are not registered with the U.S. Patent and Trademark Office.

These terms refer to the advisor’s internal methodologies and do not imply a guarantee of results or that the approaches are superior to those used by other advisors. These processes have not been reviewed or endorsed by any regulatory authority.

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How We Help

Divorce Financial Advocacy™

Purposeful Wealth Advisors serves® as your Divorce Financial Advocate™ — analyzing assets, uncovering hidden details, modeling settlement options — helping you make clear, strategic decisions that help protect your wealth and your future.

Divorce Financial Advocates™ is a service mark used 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.

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Retirement by Design™

We help you design a retirement that actually fits your life — grounded in strategy, built around what matters most to you, and flexible enough to evolve as life does.

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Wealth Management

We take a strategic, eyes-wide-open approach to managing your wealth — to help protect what you’ve built and align every decision with your bigger goals.

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Meet Purposeful Wealth Advisors®

Approaching Retirement

Earlier is better when it comes to planning for retirement but it is never too late. Even when your retirement is 5 years in the future, you will want to develop a plan so you can launch your retirement feeling prepared and confident. Let us help you…

  • Evaluate whether you have saved enough.

  • Identify and assess your risks in retirement.

  • Determine whether your investment allocation is appropriate for retirement.

  • Develop a detailed spending plan for your needs and your dreams.

  • Evaluate your options for pension and annuity payouts.

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Going Through Divorce
(or Thinking About it)?

explore the book

DEALING WITH A Toxic EX

Finding potential Hidden Assets

How to Choose an Attorney

How to Avoid
potential TAX traps

Helpful Resources

Keep up to date on topics that impact your life and your world

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Why Child-Free Retirees Need a Different Kind of Financial Plan
Why Child-Free Retirees Need a Different Kind of Financial Plan

Retirement without children isn’t about what you don’t have. It’s about what you do have: the freedom to write your own story.

Reclaiming Your Power When You Feel Powerless in Divorce
Reclaiming Your Power When You Feel Powerless in Divorce

How Small, Clear Financial Actions Can Help You Find Confidence Again

Why Looking at Your Post-Divorce Life First Changes Everything
Why Looking at Your Post-Divorce Life First Changes Everything

Financial preparation for divorce starts before anyone files. Learn how modeling your post-divorce financial life can reduce fear, clarify options, and help you make confident decisions.

Read More

From Our Clients

  • Mountain range with snow-capped peaks and a cloudy sky and some grassland in the foreground.

    "You are two of the strongest, smartest and most honest women I know. I am truly blessed to know you both. You have forever helped me change my life and find my voice (sorry world!)"

    Theresa

  • "I truly could not have done this without you as my guide and support. You truly are someone I look to for understanding what to do and helping me get things done."

    Carolyn

  • "Thank you for all that you are doing on my behalf! God provided just the people that I need to get through the financial part of my divorce in you both. I could not imagine walking through this without your guidance and support."

    Leslie

  • "So grateful for your team's diligence and service during the divorce."

    Neil

  • "Thank you for all your support and hard work over these years. I am looking forward to working with you both as I continue to move onward and upward."

    Jenni

The testimonial/endorsement provided is by an actual client of Purposeful Wealth Advisors®. The individual was not compensated for this statement. The testimonial may not be representative of the experience of other clients, and there is no guarantee that future performance or success will be achieved. Any material conflicts of interest related to the testimonial/endorsement are disclosed.