Purposeful Wealth Advisors

Who We Are

At Purposeful Wealth Advisors, our mission is to empower individuals to live abundantly and intentionally by helping them make purposeful decisions with their finances, whether they are navigating life's transitions or simply seeking to optimize their financial well-being. Our team of experienced professionals is dedicated to providing personalized guidance and support to help our clients achieve their goals and achieve financial independence at every stage of their life.

Our Story

Our founder, Beth Kraszewski, is a certified financial planner and CDFA (Certified Divorce Financial Analyst) with over two decades of experience in financial planning. She has a unique passion for divorce planning and has dedicated her career to helping individuals navigate the complexities of divorce and other life transitions. With her extensive knowledge and expertise, Beth founded Purposeful Wealth Advisors, a division of Keating & Associates, to serve clients across the United States and around the world.

Our Services

At Purposeful Wealth Advisors, we offer a range of services designed to help individuals plan for life's transitions and achieve their financial goals. Our services include:

Planning for Life: We help individuals create a comprehensive financial plan tailored to their unique goals and circumstances, ensuring they are prepared for the future and can achieve financial independence.

Planning for Divorce: We offer expert guidance and support to individuals navigating the complexities of divorce, helping them make informed decisions and achieve a fair settlement.

Planning for Retirement: We help individuals plan for a secure and comfortable retirement, providing personalized guidance and support to ensure they have the financial resources they need to enjoy their golden years.

Planning After a Loss: We offer emotional support and expert guidance to individuals navigating the financial aspects of grief and loss, helping them navigate the complexities of their new financial reality.

How We Think

At Purposeful Wealth Advisors, we believe that knowledge is power, and that by empowering our clients with the information and insights they need to make informed decisions, we can help them achieve their financial goals. Our approach is built on a foundation of trust, compassion, and expertise, and we are committed to providing personalized guidance and support to every client, every step of the way.

Resources

At Purposeful Wealth Advisors, we believe that financial planning is a team effort. That's why we offer a range of resources to help you achieve your financial goals. From our blog and videos to our educational articles and more, we're committed to providing you with the knowledge and tools you need to take control of your financial future.