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Purpose Financial Planning is a Christian financial advice for young, high-income families.

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FREQUENTLY ASKED QUESTIONS

Here is a list of questions that prospective clients frequently ask.

Are you a fiduciary?

Yes. As an advisor and CERTIFIED FINANCIAL PLANNER® professional, I am held to a fiduciary standard for my clients at all times. That means any recommendations are always in your best interest.

What services do you offer?

I provide ongoing financial planning, investment management, and life planning services. They are tailored to helping young, high-income families like you!

My Purpose-Built Planning process covers all areas of your financial life such as:

  1. Taxes
  2. Investments
  3. Retirement & Financial Independence
  4. Education planning
  5. Generosity
  6. Insurance
  7. Estate Planning
  8. Equity compensation
  9. Business ownership"
What are your fees?

I am a “fee-only” planner which means I don’t sell products or charge commissions. I keep my fees simple and transparent.

I charge a flat planning fee starting at $6k annually, paid monthly.  Pricing is based on complexity and client needs.

  • This fee includes investment management on up to $500k in assets.
  • Then just 0.60% on assets over $500k.
Do you require a minimum amount of money to work with you?

No. I've built my firm to serve younger families who are still building wealth. There are no asset minimums as investment management is optional. Clients can pay the monthly planning fee from their cash flow which allows me to work with families regardless of their account balances.

Am I a good fit?

Purpose Financial Planning is built to serve young, high-income families who want Biblical advice to help them steward over their income and wealth. You might be a good fit if:

  • You are a mid-career professional, business owner or entrepreneur in your 30s or 40s.
  • You have a household income over $300k.
  • You want financial advice that aligns with your Christian worldview.
  • You want to build a lasting relationship with an advisor who knows and relates to you & will be there through life’s journey.
What should I expect?

Once you become a client, I start by walking you through my Purpose-Built Planning process. Based on your schedule and timeline, our goal will be to meet 3 times in the first 6-8 weeks to build out your initial plan. The meetings are focused on helping you organize your finances, gain clarity on your values & Purpose, and create an intentional plan of action for your financial priorities.

Then, we will continue to meet as needed throughout your first year to implement the plan.  Starting year two, we will plan to meet three times a year to update your plan, track your progress, and make adjustments.

I utilize virtual meetings and modern technology for an easy client experience.  You always have online and mobile access to your accounts and client portal.

How do I get started?

If you want to learn more about working together, just click Get Started to schedule a complimentary call. I would love to learn a little about your situation and what you are looking for from a financial planner. I will answer any questions you have and can share more about how I work with clients. If it seems like a good fit, we can discuss next steps and schedule a follow up meeting to go deeper.