Embarking on a New Career/Business

Start Strong

You’re graduating college, transitioning to a new career, or starting your first business. Establish your new life with foundational financial planning, career mentoring, and business planning.

College Graduates & New Careers

Our Financial Launch program offers you access to a sophisticated financial planning platform along with personal guidance from your own fiduciary financial planner. You’ll get help with budgeting, managing student debt, achieving goals (like buying a house), and investing.

New Entrepreneurs

Grow your business and avoid pitfalls with Entrepreneurship Coaching and Financial Planning from a Tenured Professor of Entrepreneurship who has helped nearly a thousand entrepreneurs start and grow their business. Start and grow your business right.

Advisor Answers to Your Questions
Purposeful Budgeting | A budget that integrates finances with your desired life
Purposeful Budgeting | A budget that integrates finances with your desired life
How is my severance package taxed?
How is my severance package taxed?
Coronavirus: What mortgage help is available?
Coronavirus: What mortgage help is available?
What Do I Do with the Recent Stock Market Crash?
What Do I Do with the Recent Stock Market Crash?
What should my fiancé and I do with the extra $7,000 we make each month?
What should my fiancé and I do with the extra $7,000 we make each month?
Is Peer-to-Peer Lending a Good Idea?
Is Peer-to-Peer Lending a Good Idea?
Where should a first time investor start?
Where should a first time investor start?
How should I invest my extra income?
How should I invest my extra income?
Will paying off my credit card debt with a personal loan improve my credit score?
Will paying off my credit card debt with a personal loan improve my credit score?
What should I do with the money in my savings account?
What should I do with the money in my savings account?
I just paid off my debt and built up a four-month emergency fund; what's next?
I just paid off my debt and built up a four-month emergency fund; what's next?
What is the best way to save for the future outside of a work retirement plan?
What is the best way to save for the future outside of a work retirement plan?
Would Getting a Paper Divorce Help Financially?
Would Getting a Paper Divorce Help Financially?
How does one weigh the trade offs between bootstrapping a small business and seeking Venture Capital?
How does one weigh the trade offs between bootstrapping a small business and seeking Venture Capital?
Can I ask the IRS to allow me to return an IRA distribution after the 60 day rollover period?
Can I ask the IRS to allow me to return an IRA distribution after the 60 day rollover period?
As a college student, should I continue investing or save to pay off my debt first?
As a college student, should I continue investing or save to pay off my debt first?
Which is the best strategy to pay off our debt?
Which is the best strategy to pay off our debt?
As a college graduate with a new job, how should I structure what I do with my income?
As a college graduate with a new job, how should I structure what I do with my income?
Should I use my 401(k) for a down-payment?
Should I use my 401(k) for a down-payment?
Is it too early to start a portfolio for my one-year-old child?
Is it too early to start a portfolio for my one-year-old child?
As a young professional in my late 20s, what else should I be doing to make the most of my money and save for retirement?
As a young professional in my late 20s, what else should I be doing to make the most of my money and save for retirement?
How do I find the right financial advisor for me?
How do I find the right financial advisor for me?
Why do my husband and I owe so much in taxes every year?
Why do my husband and I owe so much in taxes every year?
Should we invest in stocks or pay off student loans with money gifted to us from our wedding?
Should we invest in stocks or pay off student loans with money gifted to us from our wedding?
I want to invest some of my savings with a long-term strategy to use to pay back the loans I will be taking out for school; what kind of investment strategies or accounts should I consider?
I want to invest some of my savings with a long-term strategy to use to pay back the loans I will be taking out for school; what kind of investment strategies or accounts should I consider?
Should I roll my traditional IRA into my new 401(k) account?
Should I roll my traditional IRA into my new 401(k) account?
Should I reduce my 401(k) contributions to save money for a down payment?
Should I reduce my 401(k) contributions to save money for a down payment?
Should I pay down student loan debt or start a business?
Should I pay down student loan debt or start a business?
Will my husband's financial advisor be able to learn about my personal credit card debt when reviewing our finances and joint tax return?
Will my husband's financial advisor be able to learn about my personal credit card debt when reviewing our finances and joint tax return?
How should I get out of debt?
How should I get out of debt?

We start with a free initial Discovery Meeting to answer your questions, identify your goals, and explain how financial planning can help achieve them. 

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Want More In-Depth Financial Guidance?

Help with managing debt and budgeting

Financial Coaching

Designed for those struggling with debt or wanting to build a stronger financial foundation, financial coaching offers guidance, analysis, and recommendations related to foundational aspects of your personal finances. Coaching includes advice around budgeting, debt management, career planning, and more.

Subsidies are offered to lower the cost for low-income families and recent graduates through our non-profit organization, Purposeful Finance.
Schedule a No-Cost Consultation or Apply for a Subsidy