Services

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

Quarterly

% 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

Learn More

Subscription Services

Monthly

Subscription/Retainer

  • 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

Learn More

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

Learn More

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

Learn More

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.

Individuals

Retirement

Couples and Families