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 to serve your needs.

Step 2 : First Meeting

Present  analysis and a clear path forward

The next step is to set up an in-person/virtual one-hour meeting to better understand your financial goals and concerns. This gives us an opportunity to get to know each other better. Prior to the meeting, we aim to collect information so that we can perform high-level analysis and present our findings to you. We value your time and want to make sure you leave with a clear path forward.

Step 3 : Second Meeting


After the first meeting, you may still have unanswered questions, doubts, and concerns. We are happy to meet again to answer your questions.  We recognize this is a big commitment.

Step 4 : Evaluate

Haste makes waste

We understand that you have a full life. Get back when you are ready. You set your pace. We don’t believe in sales pressure tactics.

Step 5 : Good to go

Eureka, You come onboard!

We get the ball rolling and complete all formalities to onboard you as a client. We look forward to working together. 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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