Last Updated: Jul 11, 2020


Our Values

  1. Purposed Financial Corp. values transformational vs transactional client relationships. We value serving clients who also desire to build transformational lives, families, charities, and businesses.
  2. We value what you have to say.
  3. We value honesty and integrity while working with recognized client specific appropriate financial strategies.
  4. We value growth and development in the area of our expertise and look to consistently provide the best the industry has to offer
  5. We value dedication and responsibility.  We are on this journey together.
  6. We value clarity-understanding in all areas of our client relationship.
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