Is a Purpose-Driven
Financial Plan Right for You?

Hiring a financial advisor is a big decision, and you might be wondering if it’s worth the effort or even if it’s necessary.

You’re not alone—many of our clients felt the same way at first. They had questions about the cost, what would be involved, and how much time it might take.

We’re here to make things simple and clear, giving you peace of mind and confidence as you take that first step forward.

What You Get by Hiring Us

Our flat fee of $5,500 for your PDFP will include
common areas most of our clients want guidance on:

Retirement Planning

Your personalized plan will be designed to give you financial security and peace of mind now and throughout retirement.

Cash Flow Planning

Direct your money to the places you want. Guilt free spending with purposeful savings for the future.

Tax Planning

Minimize the amount of taxes you pay without having to do anything shady.

Protection Planning

Reviewing all your insurances so you can sleep better knowing you and your family are well protected.

Investment Planning

We create strategies to help grow your wealth through tailored investments aligned with your financial goals and risk tolerance.

Estate Planning

Estate planning helps preserve your wealth and ensure your assets are protected and transferred seamlessly to your beneficiaries.

In Addition You’ll Receive…

  • A clear, personalized plan with actionable steps
  • Access to your advisor team when you need it,
    who will guide you along every step of the plan
  • Access to a client portal that makes it easier than ever to view your financial accounts and other financial analysis tools

We want to ensure you feel like a rockstar after starting to implement our personalized money system.

If you don’t love what we offer, we have a 30-day money-back guarantee. No strings attached and no hidden fees or annoying gimmicks.

How We Bring It All Together

Step 1

Schedule a 45-minute “FIT” Call

Before we chat, we’ll send you a quick exercise to assess your financial situation and interests. We’ll discuss your answers, explain who we are and what you can expect from us, and then decide 
if it makes sense to take the next step.

Step 2

In-Person or Zoom Discovery Meeting

We’ll dive into specifics—your income, debt, financial accounts—and focus on your highest priorities. By the end, we’ll both have a clear sense of whether this is a great fit.

Step 3

Create a Vision of Your Ideal Life

Over several meetings, we’ll look at both the quantitative and qualitative aspects of your life, addressing concerns and uncovering opportunities along the way. Our $5,500 flat fee covers all areas of your finances for the first 12 months of working together

Step 4

Personalized Plan

Your Purpose-Driven Financial Plan will be built around your preferences and most meaningful goals. We’ll guide you through step-by-step actions, helping you make real progress and check things off your list—no matter how many meetings it takes.

How do I know if I need a Financial Planner?

This is for you if:

  • You’ve proven to be successful in your career but haven’t mastered your money life 
  • You want to stop wasting time researching the latest “how to’s” for building wealth
 
  • You want a better way to communicate your financial feelings with your spouse.
  • You want to develop a vision of your ideal future, and achieve it
  • You want to get organized and simplify your finances so you can spend more time doing the things you really love
  • You realize that uncommon results will take uncommon effort
  • You’re willing to put in the effort, but aren’t sure where to start

This is not for you if:

  • You get weary of your finances every time the headlines on the news change
  • You are looking for short-term fixes, silver bullets, and get-rich-quick schemes
  • You’re a do-it-yourselfer and don’t see value in a collaborative relationship
  • You’re comfortable with random tactics and have an “It will be fine” approach your money
  • You would rather follow someone else’s path than forge your own 
  • You expect amazing results but aren’t willing to put in the effort
  • Your best source of knowledge is X, Facebook, and Instagram
  • If any one of these describes you, then we’re most definitely not a good fit!