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You have always marched to the beat of your own drum. You have probably made a few sacrifices, worked hard, and raised a family all while saving for your retirement. Now is your time — time to create harmony between all the facets of the retirement puzzle — tailored to your rhythm.

Knowing where you are now, where you want to go, and more importantly, how you are going to get there, are the three key questions we focus on to help you move forward with confidence. 


Where are you heading? 

Having a clear understanding of where you are heading and your chances of achieving your goals are key to achieving peace of mind in retirement. In fact, our proprietary Surviving Retirement Analysis will clearly show your odds of achieving and maintaining your lifestyle. With these numbers, you will be able to make informed decisions today to better your odds of retiring on your terms and having time to answer life’s bigger questions.

How will you get there? 

It’s about clarity. Designing your musical score so that all of the instruments of your retirement work together to create your vision of retirement is the cornerstone of what we do. We stress test your plan to show you your odds of a “successful” retirement — and help you make changes today to tip the odds in your favor. This unique process is called “Surviving Retirement” and it could change the way you view your future. We’ll help you create your very own symphony.

Where are you now? 

The goal of life is to live a life with purpose. What is yours? What does your ideal life look like? What have you always wanted to do but never had the time? What do you want to be known for when you are gone? Purposeful Financial Planning is about helping you answer these questions and orchestrating a plan to get you there.

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