Welcome to Purposeful Money
You have goals. Dreams. Ideas about what you want the future to look like.
You want to help your kids through college.
Live comfortably during your retirement. And, perhaps even start that business you’ve been dreaming about.
Life is more complicated and busy than ever. Between hectic schedules and the never-ending to-do list, it’s tough to keep our finances in tip top shape- and stay on top of changing tax laws and the financial landscape to boot. That’s where many of our clients are when they come in: with the nagging feeling that there just might be something they’re missing.
But by going through our Purposeful Money process together, working through each of the pieces of their finances, they soon find a sense of relief, many times right from the first meeting. You can have that peace of mind too.
If that sounds like you, you’ve come to the right place. While those questions can keep you up at night if you don’t address them, the good news is once you start, you’ll feel better before you know it.
At Purposeful Money, we help you make the choices that are best for you, so you can have the peace of mind that comes with knowing you’re making the most of your opportunities.
And because we’re a fee-only financial planning firm, we promise we won’t sell you anything along the way. You can rest easy knowing we have your best interest at heart.
-Erin O’Brien (Erin Baehr), CERTIFIED FINANCIAL PLANNER™
Purposeful Money™ Process
Smart financial planning considers all the pieces of your finances, not just one or two. While each part of your plan has its own purpose, none exist in a vacuum; they are dependent upon each other. Through our Purposeful Money Plan process, we look at your entire financial picture and make sure the pieces add up to be an effective, purposeful whole.
Our Latest Insights
We believe that money is a tool that can work for you, if you handle it well. Our PurposefulMoney blog can help you be more proficient with that tool, to grow your wealth for good. Here are some highlights:
Pigs Get Fat, Hogs Get Slaughtered
Year End Tax Moves to Make Now
Schedule an Introductory Call or Meeting
Your financial advisor should have great technical skills- that’s a given. It’s important too that the advisor be a good match for you and your circumstances, so your working relationship is a comfortable and productive one. That’s why we offer a no-obligation Get Acquainted meeting; to see if we’re a fit and evaluate what kind of service is best for you. Contact us to find out more or to schedule a time.
About Purposeful Money
You have plenty of choices when it comes to financial advisors. However, We think our approach at Purposeful Money is pretty special and unique.
Here are just a few things that set us apart from other financial advisors:
- Personalized advice. We place a big emphasis on really listening to your needs and developing a customized approach that best fits your goals. You won’t see any cookie cutter plans here.
- Easy to understand. We skip the technical jargon and translate it into information that everyone can understand. It’s also important to us to take the time to help you understand what you’re doing and why.
- No sales. Because we’re a fee-only financial planning firm, we don’t sell products or receive commissions. You can take comfort in knowing that you won’t be inundated with sales pitches or be pressured to buy products you don’t need.
- Grace and gratitude. If you’ve been reading our blog, you already know that the theme is to be grateful for the things we have instead of being stressed and disappointed by the things we don’t have. we bring that philosophy to our interactions with clients too.
Would you like to learn more? A no-obligation “get acquainted” meeting is a great way to start.