• Steve Martin

117 Things We Do for Our Client - Number 1

Updated: Oct 14, 2020


1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name.

No other professional in your life cares more about your financial and emotional well-being than we do.

The reason Purposeful Financial Planning exists, our core purpose, is to help our clients live more meaningful lives and to transform their financial and emotional well-being.

We do this by knowing all about you - by understanding your hopes, dreams, fears, challenges, values, and financial, as well as personal, assets and liabilities. We help you arrange your financial affairs in a way that will support whatever gives value and meaning to your life.

We have the education, experience, and tools to help make that happen for you.



*To see the whole list of "117 Things" in progress, click here.

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