Financial advice is more than stock picking and investment management. It's a process that takes into account your life, your goals, and your money.
Guidance on the most important areas of your financial life including estate, taxes, and cash flow
Helping fund your ideal retirement through time-tested, approachable strategies and management
Whether you're established or just getting started, we're here to help you make the most of your venture
Get professional guidance, tax preparation, and multiyear planning from a CPA (and financial advisor)
To help put the impact of financial planning in perspective, below is a sample (and hypothetical) client case study:
Initially, I worked with families in all stages of their financial journey at a fast-growing RIA. However, I soon realized that my favorite clients were those who shared my corporate background and desire for financial independence. Often these clients had crossed over into entrepreneurship from W-2 corporate life.
I founded Purpose Built to help these households reach their financial goals and focus on their true passions.
During this 30-minute introductory call, we aim to assess if Purpose Built is the right fit for you. We'll discuss your financial goals at a high level and also answer your questions to determine if our services can address your needs.
Once you’ve decided to move forward, we'll request crucial documents such as your financial statements and the prior year's tax return. These documents are essential for a comprehensive financial analysis.
At the initial meeting, we’ll refine your financial goals, including college expenses, retirement plans, long-term care considerations, and other savings objectives. We'll also discuss investment preferences and risk tolerance to tailor your plan to your unique situation.
We provide a comprehensive written plan with specific recommendations on how to achieve your goals. We'll also present a portfolio analysis with suggestions to better align your investments with your ideal allocation.
After you've reviewed the financial plan we provided, we'll schedule a meeting to go through it together. The plan is not complete until you have a clear understanding of the proposed financial strategies and all recommendations are assigned to responsible parties.
To prevent key financial tasks from falling by the wayside, we have accountability built into our process. We track tasks and check in as needed, guaranteeing that you stay on course and feel secure about your financial future.
Check-ins as necessary, a tax filing review meeting, and a fall strategy meeting to create an up-to-date plan, update investments, track your net worth growth, and make necessary changes.