Planning for your future

Step One

Schedule a no-cost, no obligation consultation to discuss your goals and answer any questions you have.

The initial call generally takes 15-20 minutes.

Fiduciary & Fee-Only

Purposeful SP financial advice and strategic business coaching is provided the way it should be, with the adviser owing a legal duty of loyalty to you, the client.

  • No commissions

  • No product sales

  • No referral fees

  • No kickbacks of any kind


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Next Steps

1 - Schedule the INITIAL DISCOVERY CALL

The Purpose of the initial Discovery Call is to answer your questions and discuss your major goals so you can make an informed decision on if moving forward is right for you.

2 - Decide if it’s right for you

We encourage people not to make a decision during the initial call, but rather to take at least a day to decide. After the call, if you decide our service is right for you, we’ll begin the process by signing an agreement, which defines the services you’ll receive and creates our fiduciary obligation to you. 

3 - BEGINNING PLANNING

We then begin our advising process by exploring your goals in more detail, reviewing our financial planning platform, gathering key information, and getting your financial life organized so we can do the proper analysis and make recommendations appropriate to your goals.