I am a Financial Services Professional, who believes that people genuinely want to take charge of their financial destinies without compromising their values. Our desire is to help our clients be more present in their daily interactions by removing the fears and worries about their financial futures by using strategies based in intention & purpose. As individuals, we can serve a greater good by aligning our values around family, community, philanthropy, and society with our goals for accumulation & asset protection. This helps to connect us to a higher purpose and brings heart to an often mechanical process.
 

This Firm is about establishing a brand, a process, that gives people a different EXPERIENCE in financial services! A firm that is approachable, heart centered, and co-creative...that strives to bring humanity back to center stage. One that makes it FUN to elevate your financial understanding and empowers financial freedom by making information accessible & understandable by everyone! Each of our circumstances and goals are different which necessarily means we each need somewhat individualized guidance/advisory. The distinction is not the products we have (though they are industry leading), it's figuring out how to best use any particular product or strategy to help people most effectively achieve their goals! Our co-creative approach really ends up feeling more like a partnership...and that's the way we like it!

Most people have done some good planning. They have existing relationships with very good financial professionals. They have spent a lot of time thinking about these things but, for some reason, the job never gets done. We help people in the area of personal and business planning to do three things: 1) We help them understand what they want to accomplish from a business and personal perspective. We've found that people have a vague idea of what they want to do, but they've never really sat down before aned defined it carefully. 2) We help them develop a "roadmap" or strategy to accomplish those objectives, and 3) We help them take action.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and the future of your business; or prepare for major financial events such as paying for college, saving for retirement, retirement income strategies, or caring for an aging family member. If you're wondering about my qualifications, I am licensed by the California & Arizona Departments of Insurance, have attained Various Investment Licensing, and have over a decade of experience in Financial Services.

 

Neither Purpose Financial & Insurance Services, nor its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions

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November 12, 2019 @ 11:02 AM

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