And growing wealth for a purpose, using money not as a measure of significance, but as a tool to create significance. Life is more complicated and busy than ever. Between hectic schedules and the never-ending to-do list, it's tough to keep our finances in tip top shape- and stay on top of changing tax laws and the financial landscape to boot.
That's where many of our clients are when they come in: with the nagging feeling that there just might be something they're missing. But by going through our Purposeful Money process together, working through each of the pieces of their finances, they soon find a sense of relief, many times right from the first meeting.
That's where many of our clients are when they come in: with the nagging feeling that there just might be something they're missing. But by going through our Purposeful Money process together, working through each of the pieces of their finances, they soon find a sense of relief, many times right from the first meeting.
Services
As a stay at home mom for more than a decade, I had plenty of years to ponder the question, "what are you going to be when they grow up?" My career aspirations had always vacillated between teaching and finance, so I suppose it's natural then that when I did settle on a career, it was personal financial planning.
With our Purposeful Money Planning process, we take a look at your entire financial picture and make sure each piece works together effectively to help you optimize your resources and reach your goals. We'll meet several times throughout the year, systematically working through each of the pieces of your finances in a coordinated manner.
At PurposefulMoney, we work with individuals, families and small business owners, and our clients tend to have a few things in common. Desire to have more organization in your financial life, and use your resources in a more effective way;. Have an understanding that small changes over a long period of time yield big results and are willing to make those necessary changes; and.
Exclusively available to our PurposefulMoney clients, use eMoney to organize your financial life with your own digital wealth management portal.
Features include a consolidated view of everything you own and everything you owe, updated daily; the ability to track spending habits, set a budget, and monitor cash flow to stay on the right track; use of our document vault to securely store and share things like investment statements, estate planning documents, and tax returns.
Features include a consolidated view of everything you own and everything you owe, updated daily; the ability to track spending habits, set a budget, and monitor cash flow to stay on the right track; use of our document vault to securely store and share things like investment statements, estate planning documents, and tax returns.
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