I believe 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 on 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 -- 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!


We serve values aligned, mission driven business owners and leaders in creating asset resiliency and protecting the things that are most important to them. In tandem, we help to ensure their employees have access to the same valuable advisory & resources to plan for and protect their own financial futures. We also serve Educators & Educational Administrators to get the most out of their retirement lifestyle!

Areas of focus:
• Employer Sponsored plans - 401(k), 403(b), 457, SIMPLE/SEP IRA
• key employee insurance
• cross purchase/buy sell arrangement funding
• business succession (financial)
• Financial Wellness
• disability income insurance (Group & Individual)
• life insurance planning (Group & Individual)
• Long term care insurance
• Tax diversification strategy

I take each of my clients through an in depth process of analysis and discovery to acutely understand their pain points & goal sets. Through this process we get very well acquainted and I help them to ascertain a very clear understanding of their best path to the financial future they desire most

 

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

Calculators

Newsletters

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 29,232.19 -0.56%
NYSE Composite 14,039.01 -0.41%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.