Fee-only & fiduciary

Comprehensive Financial Planners

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Your Financial Journey

Live your great life, both now and in the future. Whatever stage of your journey you're in, we can help get you to your goals.

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Where are you on your financial journey?

Financial Life Planning

 

At each stage of your journey there are specific challenges, pitfalls, milestones, and opportunities. We’ll guide you through them with an equal focus on planning for your future and living your great life today. Select your current stage to see how we can guide you from where you are to where you want to be:

 

Embarking On a New Career or Business

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You're graduating college, beginning your career, or starting your first business.

Setting Your Financial Foundation

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You're looking to take control of your finances, eliminate debt, and build a solid financial foundation.

 

Building Your Wealth

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You're focused on growing your retirement accounts, small business, real estate holdings, or other investments.

 

 

Safeguarding & Managing Your Wealth

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You've built your wealth and are concerned with managing and protecting it for your retirement and living your legacy

 

Preparing for Retirement

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You're approaching your retirement years and want to prepare for the second half of your financial journey.

Retiring & Living Your Legacy

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You've begun the second half of your journey and are focused on living your great life and your legacy.

Milestones

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Targeted plans for A single goal

One-Time Plans

Along your financial journey are major milestones marking not only life events but also significant financial challenges. If you are at one of these major milestones, we can help guide you through the financial challenges to achieve your goal. You’ll receive a comprehensive plan related to your goal, which will guide you from where you are to where you want to be.

About

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Comprehensive Financial Life Planning

Fee-Only & Fiduciary

We believe financial planning should be a profession rather than an industry - that planners should act more like doctors than car salesmen. When you go to a doctor, you expect the best diagnosis for your health, not to be sold a product. The same should be true of your financial planner.


Fee-Only

As fee-only financial planners, we only accept compensation directly from our clients for the advice we provide. Meaning we don't have the typical conflicts of interest which come  from commissions, kickbacks, or other forms of hidden compensation. Our loyalty is to our clients. 


Fiduciary

As a Registered Investment Advisor, we chose to be held to the highest fiduciary standard in the industry. We are required to serve our clients' interests first in all aspects of planning and to fully disclose potential conflicts of interest. This isn't just a policy for us, it's a legal obligation.


Comprehensive

We take an integrated approach which considers your entire financial picture. Planning goes beyond investments and retirement to incorporate all of your goals and includes cash flow analysis, tax planning, risk management, career development, debt management, estate planning, and more. 


Life Planning

We view money as a tool to help you achieve your great life, both now and in the future. We begin our planning process by understanding your life goals, and then develop recommendations to help you achieve them. Every plan and every recommendation is designed with one goal in mind: to get you to your goals.


Featured In

 
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Background & Experience

Your Planner

Joshua Escalante Troesh is the owner of Purposeful Strategic Partners and a tenured professor of business. He has been featured and quoted in U.S. News & World Report, The Street, Forbes, and Investopedia among others.

Business Consultant:

Joshua has worked with dozens of business owners, helping them to build and grow their businesses. He has also owned multiple businesses himself. During his time as a business consultant, he guided business owners with their business growth and assisted them in integrating their business and personal finances. Now, he focuses on helping business owners and young families with more complex financial planning issues.

TENURED PROFESSOR: 

Joshua is a tenured professor of business at El Camino College in Los Angeles where he teaches personal finance courses to college students and the broader community. He also heads up the Entrepreneurship program at the college, and has helped hundreds of business owners and aspiring business owners grow and start their businesses.

PAST EXPERIENCE:

Leading up to 2008, Joshua was the Vice President of Marketing & Business Development for a federal credit union. Additionally, leading up to 2001 he was the Director of Marketing for an independent investment research firm which specialized in analyzing internet and technology stocks. These experiences have given Joshua a unique inside perspective on the past two market crashes, which he uses to provide clients a better understanding of how to prepare for and manage major market volatility. 

NON PROFIT:

Joshua founded and runs a financial literacy and education organization, Purposeful Finance. The organization offers financial literacy education, a free personal financial planning challenge, and financial planning articles distributed through Apple News and it's own website. Purposeful Finance is currently a California Public Benefit Corporation and is seeking non-profit status with the IRS.

Without Purpose, money has no meaning. If your goal is to increase your wealth, at some point it just becomes a number on a piece of paper.
— Joshua D. Escalante Troesh
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