Free Financial Scorecard


Life is full of uncertainties, and one of the most common is knowing if you're on track financially. You might be doing everything you know to do to save and invest, but do you know if you're making purposeful progress toward the goals most important to you?

That's where our financial assessment comes in. If you take 5-10 minutes to complete your scorecard in Elements, I’ll review and send you a personalized email with your strengths and suggesting an area for improvement.

Get Your Free Financial Scorecard

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...

Learn More

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.

Learn More

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.  

Learn More

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.


Our Team

Erin O’Brien CFP®, EA, SE-AWMA

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...

Frank Sheehe

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...

We believe in purposeful, detailed planning can help you create a life that you enjoy.

Contact Us