Purposeful Money
Purposeful Money is a fiduciary financial planning and investment advisory firm helping women 55+ navigate retirement with clarity and confidence.
We specialize in retirement income planning, tax planning, investment management, and the real-life decisions that come with life after work.
As a CFP® professional and Enrolled Agent, Erin O’Brien brings together financial planning and tax strategy to help clients make informed decisions before and throughout retirement.
Contact us for more details on our Purposeful Money planning and investment management program or to schedule your no-obligation intro meeting. We are based in Naples, Florida and work remotely throughout the country.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.