01. About You
At Purposeful Money, our clients may have different goals, but they tend to have a few things in common- like being excited about the new possibilities and increasing life satisfaction that come with the “free bird” second half stage of life (and maybe even the gift of grandchildren), wanting ensure they have the resources to explore those possibilities...
02. About Us
We believe purposeful, detailed planning can help you create a life that you enjoy. Our approach is centered around personalized financial strategies developed after listening to your story and learning what you value most. From our first meeting, we want to know what’s important to you.
03. What We Do
Your financial plan starts with you. When we advise you, we always start with the “why.” We can’t help you make the best decisions for your finances unless we understand where you want to go. So we ask a lot of questions and we are very interested in hearing your story.
Money, and Life, on Purpose
Living a life of possibilities- not only in retirement, but today as well- takes intention and purpose. Like the numerous doors and windows of poetry in Emily Dickinson’s “I dwell in Possibility”, life’s dreams are endless. We help you find yours and guide you there.
President and Certified Financial Planner™
Erin founded Purposeful Money in 2007 out of a desire to provide the kind of caring, client focused financial planning she couldn’t do as an employee...
Director of Business Development
As Purposeful Money’s business strategist, Frank keeps our company aligned with its mission and continuously seeks to improve our business practices...