Our Mission
Our Mission
Purpose believes that focusing on the ‘why’ before getting to the how is crucial to a good financial or business plan. It is the best way to serve clients, finding out what is most important to them and providing a personalized plan with the right strategies and solutions to accomplish those important goals. We can go all the way back to Genesis of the Bible where it states that God found delight in His work after seeing what He had made. Our goal is to be able to look at what has been created for our clients and to share in a sense of ‘well done’ with them. Providing them with an understanding of the important components of what will make the plan successful and what areas of risk have been addressed. We believe that business is an important part of God's plan, including ours. That plan includes serving others and giving its employees an opportunity to use their gifts and abilities for not just pay but for the fulfillment that comes with doing a good job serving and adding value to others. It is possible to see that since we are created by a very creative God, we can constantly be looking for ways to add new value to others. This should result in not only a good business but one that brings God glory. That is our ultimate mission.
One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process
We create strategies that are tailored to your needs and goals.

Our History
Years of experience have prepared us to guide you through your life transitions.