Business Details
Your Trusted Partner for Purposeful Retirement Planning
At Purposeful Money, we specialize in holistic retirement planning tailored specifically for women. With over 25 years of experience, our founder Erin O'Brien combines financial expertise with life planning to ensure clients transition into retirement with confidence and clarity. Our services include comprehensive retirement planning, investment management, tax strategy, and purpose-driven workshops.We prioritize a human-first approach, focusing on individual goals and emotional well-being alongside financial security. Our fiduciary commitment ensures every recommendation aligns with clients' best interests, supported by ongoing partnership and transparent communication.
Services
Retirement Planning
Investment Management
Tax Planning
Insurance Review
Workshops
Highlights and features
- We offer 25+ years of specialized retirement planning expertise for women.
- Our fiduciary commitment ensures decisions prioritize your best interests.
- Integrated tax planning with certified tax professional expertise.
- Ongoing partnership for both everyday questions and major life transitions.
- Purpose-driven workshops address emotional and practical retirement preparation.
Associations and certifications
- Certified Financial Planner Board of Standards
- Accredited Wealth Management Advisor
- Internal Revenue Service
- National Association of Personal Financial Advisors
- XY Planning Network
What people say
Confident planning
Expert tax guidance
Purpose-driven approach
Trusted partnership
Clear communication
Services
Retirement Planning
Our comprehensive retirement planning addresses investment strategies, income planning, and Social Security optimization. We create personalized roadmaps aligned with individual goals and life stages. Clients receive ongoing support to navigate financial decisions while maintaining emotional well-being throughout their retirement journey.
Tax Planning
Integrated tax planning services focus on minimizing liabilities through strategic Social Security optimization and Medicare planning. We provide preparation services with specialized expertise in retirement-related tax considerations. Our approach ensures clients maximize savings while avoiding common tax pitfalls in retirement.
Investment Management
Customized investment management aligns portfolios with retirement timelines and risk tolerance levels. We implement diversified strategies designed to weather market fluctuations while supporting long-term financial goals. Regular monitoring ensures ongoing alignment with clients' evolving needs and market conditions.
Insurance Review
Comprehensive insurance evaluations assess coverage adequacy and estate planning needs. We help clients understand protection gaps and implement solutions that safeguard their financial security. This service ensures clients maintain appropriate coverage while aligning with overall retirement objectives.
Retirement Refocus
Small-group workshops explore retirement vision beyond financial metrics. Participants develop meaningful post-retirement identities through guided discussions and practical exercises. These sessions help clients align financial plans with personal values and life purpose in a supportive community setting.
People
Erin O'Brien
President and Certified Financial Planner
With 25+ years of experience, Erin specializes in retirement planning for women. She holds CFP, AWMA, and EA certifications, combining technical expertise with empathetic guidance to help clients achieve financial confidence.
Erin McIntosh
Client Care and Support
Bringing 12 years of client service experience, Erin ensures smooth operations and personalized support. She focuses on creating welcoming experiences while managing logistical details for client satisfaction.
Questions
Do you offer one-time financial plans?
No, we provide ongoing partnership for comprehensive retirement planning and support.
What are your minimum investment requirements?
Clients must have $1 million in investable assets or meet a $10,000 annual fee minimum.
Do you work with married clients?
Yes, we include spouses in planning to ensure both partners' needs are addressed.
How do you handle tax planning?
We integrate tax strategy with financial planning, including Social Security optimization and Medicare planning.
Are services available virtually?
Yes, we work with clients nationwide through secure video conferencing and document sharing.
What makes your approach different?
We combine financial expertise with life planning to address both practical and emotional retirement preparation.
