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 leading up to and throughout retirement, and wondering how much that retirement “paycheck” will be, where it will come from, and how long it will last. Wherever you are on your financial journey, we are committed to helping you achieve the unique goals that are most important to YOU. 

As a client, you are likely to be successful working with us if you:

  • Recognize that as your nest egg has grown and retirement becomes more of a reality, the costs of being wrong matter more than ever, and you value professional guidance to make the most of your opportunities.
  • Have an understanding that small changes over a long period of time yield big results and are willing to make those necessary changes;
  • Are willing to accept market returns with a well diversified portfolio and a patient non-reactive approach to investing
  • Realize that a financial plan, rather than being a document on a shelf, is a continuing dialogue about your goals and life values, and how to use the opportunities and challenges in your finances to live a richer, more meaningful life.