In order to have time to fully and responsibly serve my existing clientele, I currently have a short waiting list for bringing on new clients. You will receive a reply within one business day to let you know when we can meet to discuss your financial planning goals. If you have an immediate and urgent need, please state so in your message below and explain your need so I can make time to talk immediately.

Schedule Your Discovery Meeting

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To help me serve you better, please tell me the main reason you are seeking a financial adviser.
Please take a moment to share any goals you have and how you hope financial planning can help you. You may also share anything you want me to know for our first meeting.
Optional - It's a great help to know how people learn about Purposeful SP
 

Discovery Meeting

Schedule a no-cost, no obligation consultation to explore your goals, answer any questions you have, and discuss how financial planning can help. Take the first step toward achieving your financial goals.

Fiduciary & Fee-Only

Purposeful SP financial advice is provided the way it should be, with the adviser owing a legal duty of loyalty to you, the client. As a fiduciary adviser, I am required by law to place the interest of my clients first and to fully disclose any potential conflicts of interest. Being fee-only means fewer conflicts of interest because I don’t accept hidden or back-door compensation.

  • No commissions

  • No product sales

  • No referral fees

  • No kickbacks of any kind

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Our Process

I start with a free initial discovery meeting to identify your goals and explain how financial planning can help achieve them. 

From there, we develop a detailed initial plan including analysis of your current situation, explaining potential alternatives, and recommending a course of action. Ongoing planning will then guide you to accomplishing your current and future goals.