At Purposeful Financial Planning, we're not just financial planners; we're educators who believe in empowering your entire family. Financial literacy is vital, and our mission is to ensure that you, your partner, parents, children, and even grandchildren are well-versed in investments and financial concepts.
In many households, one partner may not have the same financial knowledge as the other. That's where we step in. But it doesn't stop with the adults; we extend our educational role to encompass your children and grandchildren too.
From helping the younger generation grasp college savings and student loan options to teaching them the art of budgeting and the importance of investing, we've got it covered.
Moreover, we can facilitate family meetings, making sure your estate wishes are crystal clear for your children and offering expert advice to your parents on tax-saving and asset protection strategies.
We're here to guide your family toward financial success.
*To see the whole list of "117 Things" in progress, click here.