The Purpetual Process

Our approach in working with clients usually contains three initial steps.


Discovery and Fact Finder

Every individual financial plan we develop starts with as much knowledge about you as possible. Our first meeting will be filled with questions and discovery as we seek to understand your Unique situation fully in order to deliver you the best plan possible.

What is your family situation and status? What are your financial concerns? What are your financial goals? What would you like to do during retirement, what is the lifestyle you envision? What are your desires for wealth transfer after you pass?

We will ask you questions about your current investments as well as how much you have saved up for retirement, so bring your statements to the meeting to fast-track our ability to analyze your situation.


Present Solutions and/or Continue Discovery

After we have done a lot of research and internal strategizing about your plan, our second meeting with you will include initial recommendations which we will explain and discuss. Together we will determine which options might make the most sense as we start to drill down into the details of what will become a cohesive, written roadmap. Through further discovery, we may incorporate more solutions as our ideas crystallize.


Present Finalized Solutions and Paperwork

Finally, we will move forward with the final, written plan, and begin the process of paperwork to implement our selected solutions. Purpetual will do as much of this as possible to make things easy for you.

Even though these three steps outline the overall process of the Purpetual approach, it doesn’t stop there. We work with clients through the years to regularly review and adjust, and we are always just a phone call away.

Dedicated to yoU, your Unique objectives are our driving concern.