Schedule a 1-hour One-time Planning Meeting:

Ask a CFP

Have a quick question you’d like a CFP’s input on? Schedule a one-time video conference planning meeting. The meeting request will also allow you to include what you would like to discuss and any non-sensitive information you want me to know for our meeting.

Sensitive Information

Please do not mention sensitive information when scheduling the meeting. Purposeful SP will never ask for account numbers or Social Security Numbers unless as part of opening new accounts or investment management.

Terms of Service

The Ask a CFP services is a limited-scope financial planning engagement and does not create an ongoing financial planning relationship. Read the Terms of Service.


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