Our Process2019-02-05T22:13:35+00:00

Plans built for people,
not assets.

The overwhelm that so often accumulates with an overflowing “junk drawer of finances” doesn’t have to be your norm. Our process begins with discovery. Together, we’ll piece together the contents of your financial history for a comprehensive view of your current financial situation.

From this analysis, we can begin to organize, analyze, and lay out a blueprint of recommendations and strategies. We’ll generate financial projections that are reflective of your priorities as they evolve, giving you the freedom to both save and spend as you see fit.

Beth
Diagram

Purposeful Wealth Advisors 3-Stages
of Financial Planning.  

As you move through different stages of your life, your relationship and needs for money will also evolve. To best find what you need, what you want and what will be most beneficial, we break it into a 3-part journey:

  1. Sufficiency: Am I making the right decisions with my money?
  2. Relational: How is my money impacting those closest to me (e.g. my children, family, significant other)?
  3. Global: What impact do I want my money to have on society?

Together we will provide the technical acumen and mindset guidance to change the state of your finances.

We believe that everyone is capable of having enough money; it’s a matter of what you do.

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