About Purpose Financial Planning
Purpose Financial Planning helps individuals, families, and business owners across Schaumburg make informed financial decisions through straightforward, education-first planning. Our approach is designed to help you understand the process, explore your options clearly, and move forward with confidence at every stage of life.
A Financial Planning Firm Built Around Real Conversations
Experienced perspective with a more personal planning experience
Purpose Financial Planning was built to give clients a more thoughtful and transparent financial planning experience than many people expect from the industry. Instead of leading with products or sales conversations, the firm focuses on understanding goals, priorities, and long-term concerns before recommendations are made.
The firm combines independent planning guidance with more than 30 years of financial-services experience, including Dan Kaibel’s prior role as Chief Investment Strategist at a larger registered investment advisory firm. Clients throughout Schaumburg, Arlington Heights, and Barrington benefit from a process that blends institutional-level investment perspective with one-to-one financial planning support tailored to real-life decisions.
Guidance Backed by Experience and Transparency
Meet Your Advisor Daniel Kaibel
Daniel Kaibel, CFP, RSSA, CLTC, and CFSLA, brings more than 30 years of financial-services experience into the planning process, including prior leadership as Chief Investment Strategist at a larger RIA firm. The focus is on helping clients move forward with greater clarity, confidence, and understanding at every stage of the relationship.
Experienced Financial Planning Perspective
Dan Kaibel has worked across many areas of financial services throughout his career, including previously overseeing investments as Chief Investment Strategist at a larger RIA firm. Clients benefit from strategic, long-term thinking paired with a more personal and approachable planning experience.
Specialized Planning Designations
As a CFP professional, Dan brings broad financial-planning knowledge across retirement, investment, and long-term financial decision-making. He also earned the RSSA designation to provide clearer guidance around Social Security claiming strategies, the CLTC designation to help clients prepare for potential long-term care needs, and the CFSLA designation to better support conversations around college funding and student-loan planning.
Independent Planning With Expanded Resources
While Purpose Financial Planning LLC is operated by Dan directly, clients also benefit from outside intellectual capital, professional resources, and planning support integrated into the firm’s process. This structure allows clients to receive personalized attention while still benefiting from broader financial planning insight and tools.
Grounded Values and Personal Perspective
Outside of financial planning, Dan enjoys serving at his church and continuing his study of the Bible. He also stepped away from the financial industry between 2004 and 2008 to volunteer in Christian ministry and earn a Biblical Studies degree, experiences that continue shaping the thoughtful and service-oriented perspective he brings to client relationships today.
Financial Planning Should Help People Feel More Confident, Not More Confused
Guidance designed to create clarity before recommendations
Purpose Financial Planning exists to help people make financial decisions with greater clarity, structure, and confidence. Every conversation is built around understanding your goals first so recommendations feel relevant, practical, and connected to what matters most in your life. The focus is on creating long-term relationships grounded in trust, transparency, and personalized guidance.
Clear guidance grounded in professionalism, care, and long-term partnership
The Principles That Shape Every Client Experience
Financial planning works best when clients feel supported, informed, and understood throughout the process. These values shape how Purpose Financial Planning approaches every conversation, recommendation, and long-term relationship.
Knowledge
We use our industry experience, planning perspective, and ongoing education to provide informed financial direction tailored to your goals and priorities.
Support
We aim to be a steady resource through major financial decisions, helping you stay organized, informed, and focused on long-term progress.
Integrity
Every recommendation and interaction is approached with professionalism, transparency, and care because trust is central to successful financial planning relationships.
A Defined Planning Process Without the Guesswork
Clear next steps from the first conversation through ongoing support
Introductory Meeting
The first conversation focuses on learning more about your goals, concerns, and financial priorities while answering initial questions about the planning relationship.
Exploration & Preliminary Planning
Information is gathered and reviewed so early planning opportunities, challenges, and priorities can begin taking shape within a broader strategy.
Detailed Planning
Recommendations are developed around retirement planning, investments, Social Security timing, estate considerations, and long-term financial objectives specific to your situation.
Ongoing Support & Advice
Financial planning continues beyond implementation with ongoing reviews, strategy adjustments, and guidance designed to help you stay aligned with changing goals and life transitions.
