We believe purposeful, detailed planning can help you create a life that you enjoy.

Get in touch with us.

Our approach is centered around personalized financial strategies developed after listening to your story and learning what you value most. From our first meeting, we want to know what’s important to you. Once we’ve established your strengths, opportunities, and goals, we'll develop a simple roadmap to follow together.

Our values are what drive us.

Purpose

We believe in growing wealth on purpose, not as a measure of significance, but as a tool to create significance, bringing meaning and joy to your life and your loved ones, now and later.

Support

We listen, to understand what keeps you up at night and what keeps you going during the day, to advocate for you, and help you reach your goals in a tax-smart way.

Knowledge

We use our skills, education, and 20+ years of industry experience with wealth creation, retirement income planning, and tax expertise to provide you with informed direction and redirection.

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President & Certified Financial Planner™

Erin O’Brien CFP®, EA, SE-AWMA

Erin founded Purposeful Money in 2007 out of a desire to provide the kind of caring, client focused financial planning she couldn’t do as an employee of a traditional financial services company. She has over 20 years of experience in financial planning and tax preparation.

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director of business development

Frank Sheehe

As Purposeful Money’s business strategist, Frank keeps our company aligned with its mission and continuously seeks to improve our business practices, as well as doing the same for our small business clients.

Purposeful Pups!

Meet the four-legged members of our team: Ruthie, Mandy, and Becky.

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Our Process

Your financial plan starts with you.

When we advise you, we always start with the “why.” We can’t help you make the best decisions for your finances unless we understand where you want to go. So we ask a lot of questions and we are very interested in hearing your story. 

Inquiry

Send us a message or give us a call, and we’ll chat high level about what you’re looking for and how we might help. If we’re in alignment, we’ll schedule an hour to get better acquainted.

Get in touch now.

Clarity Call

In this meeting we’ll discuss your goals, priorities, preferences, and obstacles. We’ll also clarify expectations and assess if an ongoing partnership is right for you.

Explore & Plan

In our first “official” advisor client meeting, we’ll delve into your finances further and review the beginnings of your plan.

Detailed Planning

With our foundation set, we’ll create a roadmap to address each area of your finances, prioritizing the ones keeping you up at night and outline the steps for financial success.

On-going Support

Life changes, so do your goals. We’ll adjust your plan as your life changes and your priorities shift.