Our Process


A journey of a lifetime begins with one single step. Take action today.

Closing The Intention And Action Gap

Research has shown that there is a gap between our intentions and actions, whether it is keeping resolutions or saving for retirement. At Purposeful Financial, we begin with digging deep by asking relevant questions and making sure that your financial goals are acted on.

Getting it Done


Set Go


Step 1 : Lets chat!

Want to eat sushi- Let’s go to a sushi place

A quick 15-minute phone/virtual call to talk about your situation and evaluate if we have the required expertise.

Step 2 : First Meeting

Dig for Details

We aim to fully listen and understand your goals and gather the necessary information. We explain in plain English about our methodology and compensation.

Step 3 : Second Meeting


After the first meeting, you may still have unanswered questions, doubts, and concerns. We can answer any questions you may have.

Step 4 : Evaluate

Haste makes waste

We understand that you have a busy life and want time for things to sink in and to evaluate. Get back when you are ready. You set your pace.

Step 5 : Good to go

Eureka, this works!

We get the ball rolling and complete all formalities to onboard you as a client. We look forward to serving you!!! Welcome to the Purposeful Financial family.

Guideposts for Making Decisions, Before You Commit

Did you like/trust and connect with the team at Purposeful Financial?
What are the benefits and do they exceed the costs?
Did you fully understand our investment philosophy and agree with it?
Did our processes and recommendations make sense to you?
Was our communication transparent and authentic?

Lets Get Started Now

Thank you for reaching out. Please find the available times below that you can schedule a call with us as per your convenience. We look forward to connecting with you.

Purposeful Insights

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