Pause. Reflect. Realign.
A gentle five-minute reflection to see how well your money supports the life you want now.
You've spent years building a good life. Now it's time to make sure your finances support the one you actually want to live.
No numbers. No forms. Just a thoughtful five-minute exercise to do by yourself that will bring clarity and peace of mind.
A simple, meaningful check-in for your next chapter.
The Purposeful Retirement Reflection is a one-page guide that helps you pause and notice what feels strong - and what still feels uncertain - as you step into your "Season of You."
It's not about crunching numbers. It's about tuning in.
Inside, you'll reflect on five key areas:
- Clarity & Confidence
- Income & Tax Efficiency
- Purpose & Lifestyle
- Legacy & Family
- Organization & Support
You'll walk away with a clearer sense of what matters most - and where a little guidance could bring more peace of mind.
From reflection to clarity.
After you've completed your Reflection, I'll invite you to take the next step - creating your Purposeful Money Map.
It's a complimentary, one-page visual that helps you see your entire financial life clearly and calmly.
No pressure, just clarity.
Hi, I'm Erin O'Brien, CFP®, EA.
I founded Purposeful Money to help women like you feel confident and peaceful about their financial future, without the overwhelm.
As a fiduciary with deep tax and planning expertise and a heart for purpose-driven living, I help you bring everything together: your money, your goals, and your peace of mind.
Take five minutes for yourself.
Download your free Purposeful Retirement Reflection and bring calm clarity to your next chapter.
