PURPOSEFUL PLANNING

Overview

Purposeful Planning is a small, independent RIA structured as a limited liability company that serves individual and family clients with a planning-first approach. The firm operates primarily on a non-discretionary basis, providing financial planning, selection-of-other-advisers services, pension consulting input and educational workshops rather than running fully discretionary portfolios. Its fee mix includes hourly and fixed fees alongside other arrangements, which aligns with project-based and advice-centered work. The firm also acts as an insurance broker, integrating insurance solutions into client plans and distribution strategies. As a capital allocator, Purposeful Planning directs client capital into traditional equity allocations and selected third-party alternative managers. The firm shows a clear tilt toward liquid, exchange-traded instruments for core exposure while retaining the ability to place capital into external real estate funds when appropriate. It is not positioned as an ESG-focused adviser and is organized to serve a concentrated client base rather than a broad multi-state footprint.

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Location & Offices