117 Things We Do for Our Clients Number 27 - Help You Identify Savings Shortfalls and Excesses
It can be challenging to strike the right balance when it comes to saving money. Just as it's difficult to know when we're not saving...
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Steve Martin
- Aug 2
- 1 min
117 Things We Do for Our Clients Number 26 - Help You Determine the Risk Level of Your Existing Portfolio
When considering risk levels, it's natural to consider risk tolerance—the appropriate portfolio risk a person would be most comfortable...
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Steve Martin
- May 31
- 1 min
117 Things We Do for Our Clients Number 25 - Help You Identify Areas of Overspending
Identifying overspending isn't a crowd-pleaser, but it's crucial. Overspending is never advisable, but it's especially detrimental during...
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Steve Martin
- Apr 5
- 1 min
117 Things We Do for Our Clients Number 24 - Help You Set Up a Personal or Company Retirement Plan
Whether you're an individual investor or a business owner, securing your financial future requires careful planning and informed...
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Steve Martin
- Mar 1
- 1 min
117 Things We Do for Our Clients Number 23 - Help You Find Ways to Reduce Your Tax Burden
Rather than relying on chance, we assist you in exploring effective strategies to lower your tax liabilities. In the complex realm of tax...
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Steve Martin
- Jan 8
- 2 min
117 Things We Do for Our Clients Number 22 - Help Formalize Goals and Put Them in Writing
Establishing written goals shares similarities with practices such as dieting, meditation, and budgeting, all of which have been...
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Steve Martin
- Oct 23, 2023
- 1 min
117 Things We Do for Our Clients Number 21 - Help Educate You and Your Family in Financial Concepts
At Purposeful Financial Planning, we're not just financial planners; we're educators who believe in empowering your entire family....
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Steve Martin
- Aug 14, 2023
- 1 min
117 Things We Do for Our Clients Number 20 - We Help You Prioritize Your Financial Actions
Do you find yourself overwhelmed with a long list of financial action steps but struggle to figure out where to start? You're not alone....
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Steve Martin
- May 22, 2023
- 2 min
117 Things We Do for Our Clients Number 19 -Monitor Life and Family Changes
Financial planning has transformed into an ongoing process, moving away from the notion of a one-time event captured in thick documents...
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Steve Martin
- Feb 10, 2023
- 1 min
117 Things We Do for Our Clients - Number 17- Give Investment Advice Without the Bias of Commissions
Some advisors receive kickbacks or investment-related commissions. We provide investment advice without the bias of any commissions or...
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Steve Martin
- Jan 23, 2023
- 1 min
117 Things We Do for Our Clients - Number 16 - We Review Your Existing IRAs
It is easy to make mistakes in managing your IRA, and some common mistakes can defeat many of the benefits of having an IRA. These...
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Steve Martin
- May 17, 2022
- 1 min
117 Things We Do for Our Clients - Number 15 - Stay Up to Date on Changes in the Investment World
We help you stay up to date on changes in the investment world. Advising yourself regarding your investments is similar to representing...
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Steve Martin
- Apr 19, 2022
- 1 min
117 Things We Do for Our Clients - Number 14 - Help you Choose the Appropriate Custodial Accounts
We help you choose the appropriate custodial accounts and 529 education savings plans. Many of our clients view providing for the...
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Steve Martin
- Mar 11, 2022
- 1 min
117 Things We Do for Our Clients - Number 13 - Assist in Preparing an Estate Plan For You
We assist in preparing an estate plan for you. An estate planning attorney is normally needed to prepare and document an estate plan. We,...
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Steve Martin
- Jan 26, 2022
- 1 min
117 Things We Do for Our Clients - Number 12 - Review and Recommend Life & Other Insurance Policies
We don’t sell anything (period), but we take time to analyze everything. Since our primary interest is your well-being and we do not sell...
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Steve Martin
- Jan 5, 2022
- 1 min
117 Things We Do for Our Clients - Number 11 - Guide You Through Difficult Times in the Stock Market
We guide you through difficult times in the stock market by sharing historical data and perspectives. The stock market is volatile, and...
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Steve Martin
- Nov 8, 2021
- 1 min
117 Things We Do for Our Clients - Number 10 - Help You Determine Where You are at the Present Time
We help you determine where you are at this point in your life - and how you got there. You want a financial advisor who can help you cut...
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Steve Martin
- Oct 5, 2021
- 1 min
117 Things We Do for Our Clients - Number 9 - Help Determine How Much Retirement Income You Can Take
9. We work with you to understand how much retirement income you can take from your investments without running out of money during your...
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Steve Martin
- Jul 23, 2021
- 1 min
117 Things We Do for Our Clients - Number 8 - Help Reduce Management and Transaction Costs
8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you....
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Steve Martin
- Jun 25, 2021
- 1 min
117 Things We Do for Our Clients - Number 7 - Ask Questions to Really Understand Your Needs
7. We ask questions to really understand your needs and objectives. We ask a myriad of questions that allow us to truly understand your...
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