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OUR ADVANTAGE



What you do makes a difference, and you have to decide what kind of difference you want to make.

  • WE ARE A FAMILY OFFICE

  • WE BELIEVE IN THE POWER OF VISION

  • WE BELIEVE IN 200-YEAR FAMILIES

  • WE TAKE A VERY PERSONAL APPROACH

  • WE ARE YOUR FINANCIAL PLANNING FIRM

  • WE HAVE BUILT A POWERFUL TEAM TO SUPPORT YOU

WE ARE A FAMILY OFFICE

We support the current and future needs of “200 Year Families”. We provide a one-stop source for a wide-variety of services that ensure that your family enterprise lasts for generations, including:

  • Planning

  • Education

  • Legacy Coaching

  • Family bank

  • Enterprise continuity

  • Governance

  • Conflict resolution

  • Due diligence

  • Mastermind

  • Negotiator

  • Tax Planning, Reduction and Prepartion

  • Emissary

  • Communications

  • Historian

  • Profit Center

  • Risk Management

  • Administration

  • Philanthropy

  • Investment policy

  • Investment management

  • Protector

  • Intergenerational wealth transfer

  • Implementer

We handle everything you need to make sure that your wealth meets your current needs and goals as well as the vision for your life – and beyond. 

WE BELIEVE IN THE POWER OF AN INSPIRING VISION

Stephen Covey said “Begin with the end in mind.”  We believe in this mantra and work with our clients to build a strong and inspiring vision for their lives.

WE BELIEVE IN 200-YEAR FAMILIES

"In Iroquois society, leaders are encouraged to remember seven generations in the past and consider seven generations in the future when making decisions that affect the people."  Wilma Mankiller – Chief of the Iroquois Nation.
We believe that you should be considering the impact you want to make on the world 200 years from now when you make plans – and we actively support you doing this through processes we developed to help you clarify your 200 year vision.

WE TAKE A VERY PERSONAL APPROACH

YOU ARE MORE THAN JUST A CLIENT.  We care about you, your goals, your family and your life.  Your experience working with us will be different than what you’ve had with other firms. We see you more as a partner than a client. You’ll have a seasoned wealth management advisor as your day-to-day contact, one who will always be available to discuss investment strategies, answer questions or connect you with the appropriate subject-matter expert on your team for the best possible advice.

WE ARE YOUR FINANCIAL PLANNING FIRM

At our core, we are a Financial Planning firm.  We work with you to develop AND implement YOUR INTEGRATED and CUSTOMIZED FINANCIAL PLAN.
We strongly believe that a good plan is key to your success in achieving your goals.
Every plan that we create is unique to that client.  To create that plan we need to understand ALL your goals, such as future income needs or the desire to leave a legacy to the next generation.  We must also consider the significance of all your assets and available income sources – such as real estate, Social Security and pensions – as well as the expected impact of income and estate taxes, both today and in the future. At Purposeful Financial Planning, we evaluate all of these elements and much, much more before we recommend a single investment.
And we’ve been doing that for more than 15 years.

WE HAVE A BUILT A POWERFUL TEAM TO SUPPORT YOU

We believe in the power of Strategic Collaboration. 
In our holistic approach, we recognize that your financial life does not happen in a vacuum, nor is it confined to your relationship with us. Other trusted advisors, such as accountants and attorneys, fulfill important roles in your financial picture, especially as their work relates to areas such as investment management, legacy planning, philanthropy, estate planning, tax strategy and insurance.   We have built strong supportive relationships in each of these areas.
We regularly coordinate efforts among you, your other professionals, and our firm. This type of coordination leads to exceptional outcomes and more effective financial strategies.
We have a large network of specialists in investing, estate planning, tax planning, tax preparation, asset protection, legacy and philanthropic planning – as well as college planning and other key areas.
In addition to reaching out to your other advisors, we invite other professionals to contact us when our services may fulfill a necessary role for their clients.