Comprehensive Financial Planning
Services & Fees
Purposeful SP works with clients through an ongoing relationship to help you achieve your great life, both now and in the future. We work as your partner and fiduciary adviser in aligning your finances with your life goals.
Financial Planning Service & Fee Matrix
The Financial Planning Service Matrix will help you to understand what we do for our clients, how we are different from a traditional investment management firm, and how much you will pay for ongoing financial planning.
Business Consulting & Entrepreneurial Coaching
The Business Consulting brochure explains how we work with business owners to help them grow their most important investment — their business. While investing in other companies for diversification is important, nothing compares to the growth opportunities of expanding and improving your own business.
401(k) Plan Implementation & Management
The 401(k) Plan brochure will help business owners and businesses understand the benefits of working with Purposeful Strategic Partners to provide retirement plans that are more cost efficient than the average plan, avoid expensive proprietary funds, and reduce liability for business owners and human resources leaders.
Our Philosophy
We believe advisors should be fiduciaries legally required to work in the client’s best interest.
We believe in full transparency with fees.
We believe in minimizing or eliminating all conflicts of interest.
And we believe indirect or hidden compensation from third parties is a breach of our ethical duty to our clients.
As a firm, we do not sell insurance, accept referral fees, earn any commissions from product sales, or take any other form of kickback for the advice we give. This page is dedicated to providing you with our fees in a clear and up-front manner. Please feel free to ask any questions we haven’t answered.
Comprehensive Financial Planning
For Families
Financial Planning is a process, not a document. Purposeful SP primarily works with clients on an ongoing basis to offer comprehensive Financial Planning services that go beyond simply investments and retirement.
For clients who want Investment Management services, you have the option of handing off the busy-work for a low AUM fee. Combined, the Financial Planning fee and the Investment Management fee equals the industry average for wealth management services.
Business Advising and Financial Planning
For Business Owners
Purposeful SP partners with entrepreneurs to balance their business needs with their family needs. We provide comprehensive financial planning alongside a suite of specialized services for business owners including:
Annual Business Valuation Estimates
Business Tax Planning Integrated with Personal Taxes
Cash Flow Analysis & Profit-First Budgeting
Continuity and Transition Planning
Establishing & Advising on a 401(k)
Business Risk Analysis & Advising
And More
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