financial planning designed for you to prosper with purpose
Financial advice for Millennials centered around equity compensation, investments, tax planning, cash flow & more.
Prospurpose (prahs-pur-puhs): where prosperity and purpose meet
As Seen In
Service designed for you to thrive.
Investment Management
Stock Compensation
Tax Planning
Income & Expense Planning
Ongoing Financial Planning
AND MORE!
The difference is key.
CFP® Professional
You get to collaborate one-on-one with a CERTIFIED FINANCIAL PLANNER™ Professional.
Fee-Only
No products, no commissions, no kickbacks, no nonsense.
Fiduciary
Simply put, we’ll act in your best interest at all times. If not, you can hold us personally liable.
Millennial-Focused
Rest assured that your advice is crafted to your specific life events and needs.
Transparency
You’ll know exactly what you’ll be paying and exactly what you’ll get.
Where amazing tech, financial planning, and client experience meet.
What financial tech should be.
Let’s get to work.
Just a Millennial guiding Millennials…
I get that your personal finances are (insert adjective). I’ve witnessed a lot and am traversing many of the same challenges that you are.
These years are filled with so many life changing events. This isn’t to mention trying to plan for the future.
Could you navigate handling your personal finances on your own? I have no doubt. But at what cost?
Hiring a financial planner is the best way to regain peace of mind, confidence, energy, and time. It’s a great return on investment and an even greater return on life.
That’s why I’m here. This is my calling.
See what clients have said!
10 Common Equity/Stock Compensation Mistakes (and How to Avoid Them)
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