The power of choice

We have you covered, from the simple to the complex. What are you looking for today?

Not a one size fits all service model!

Are you planning to retire soon? Do you need a plan that will keep you on track to meeting your goals? Are you looking for ways to minimize taxes? Did you just have a life transition and need some guidance? We can help. We serve our clients in a variety of ways.

Investment Management


% Assets Under Management

  • Ideal if you are retired or planning to retire or want a professional manager
  • Includes planning to analyze cash flow, reduce taxes etc.
  • Goals based and custom built  portfolios
  • Has minimum assets requirements
  • Regular communication and follow-up

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Subscription Services



  • Ideal for younger families, professionals with 401(k)
  • Get planning & money management for one monthly fee
  • Model Portfolios
  • No minimum assets requirement
  • Regular communication and follow-up

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Fixed Fee Planning

One Time

Based on the Project

  • Looking to do a specific task or project
  • Cost as per the complexity of the project
  • E.g., Want  to open an account or do standalone financial planning

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Hourly Planning

As needed

Based on Number of Hours

  • Have a question/doubt
  • Cost based on the number of hours
  • E.g., Want a second opinion on 401(k) choices/employee benefits

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Clients Best Interests Always Come First

Purposeful Financial is a Registered Investment Adviser serving individuals, couples, and families build, grow, preserve and pass on wealth. Read some of our client stories to see how we add value.



Couples and Families