The first step is a complimentary introductory conversation, typically about 30 minutes by phone or video meeting. We will discuss what prompted you to reach out, what you would like help with, and whether Purpose Capital's services may be a good fit.
Contact
Contact Purpose Capital LLC
If you have questions about advisory services, educational content, or whether Purpose Capital may be a good fit for your needs, you are welcome to reach out.
First conversation
What to Expect
There is no fee or obligation for the introductory conversation.
If we decide to continue, the next step is generally a Financial Discovery Meeting. This meeting allows us to refine your goals, understand the scope and complexity of your financial circumstances, and determine the services that may be appropriate.
Once we agree on the scope of services and fee, those terms are documented in a Client Advisory Agreement. The advisory relationship begins only after the agreement has been signed by both you and Purpose Capital LLC.
Contacting Purpose Capital LLC, participating in an introductory conversation, or participating in a Financial Discovery Meeting does not establish an advisory relationship.