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
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.