Getting started with Purpose Built
2
Document Request

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.

3
Initial Meeting

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.

4
Plan + Recommendations

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.

Review & Implementation

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.

Accountability

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.

Ongoing Planning

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.

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