Baehr Family Financial

Our Story

At Purposeful Money, we believe that living a life of purpose and intention is the key to achieving true financial freedom. Our team of experienced financial planners is dedicated to helping individuals and families create a brighter financial future, one that is aligned with their values and goals.

Our Mission

Our mission is to empower our clients to take control of their financial lives, to break free from uncertainty and anxiety, and to live a life that is rich in purpose and fulfillment. We do this by providing personalized financial planning services that are tailored to each client's unique needs and goals.

Our Approach

Our approach is centered around personalized financial strategies developed after listening to your story and learning what you value most. We take the time to understand what makes you tick, what you hope to achieve, and what keeps you up at night. From there, we develop a comprehensive financial plan that addresses your specific needs and goals. Whether you're looking to retire comfortably, save for a major purchase, or simply achieve greater financial stability, we're here to guide you every step of the way.

Our Services

Our services are designed to help you achieve financial clarity and confidence. We offer a range of services, including:

• Financial Planning: We'll work with you to create a personalized financial plan that addresses your specific needs and goals.
• Retirement Planning: We'll help you develop a retirement plan that ensures you'll have the resources you need to live the life you want.
• Savings and Investment Management: We'll help you develop a savings and investment strategy that aligns with your goals and risk tolerance.

Our Team

Our team is led by Erin O'Brien, a Certified Financial Planner (CFP) and Enrolled Agent (EA) with over a decade of experience in the financial industry. Erin founded Purposeful Money in 2007 out of a desire to provide the kind of caring, client-focused financial planning she couldn't do as an employee. Frank Sheehe, our Director of Business Development, keeps our company aligned with its mission and continuously seeks to improve our business practices.

Why Choose Us

At Purposeful Money, we're dedicated to delivering exceptional service and unparalleled expertise. We take the time to get to know you, to understand your unique needs and goals, and to develop a personalized plan that addresses your specific circumstances. Our goal is to empower you to take control of your financial life, to achieve greater financial confidence and clarity, and to live a life that is rich in purpose and fulfillment.