SERVICES FOR INDIVIDUALS & FAMILIES

Ongoing Financial Counsel

Life gets complicated when your financial picture goes beyond a simple W-2 and a savings account. If you're juggling multiple income streams, investment opportunities, business expenses mixed with personal ones, or tax implications that change with every decision, you need someone in your corner who gets it. Someone you can call first thing in the morning about that money question that kept you up all night.

We offer strategic financial partnership for the day-to-day decisions that shape your bigger picture. Think of it as having a fractional CFO for the business of your life. It’s expert guidance that's always there when you need it, without the commitment of full-scale accounting services.

Who Needs Ongoing Financial Counsel?

Financial and professional success brings with it many rewards…along with lots of complexities. If any of these sound like you, Purple Group Financial Counsel can tame those complexities with a strategic partner who gets your financial picture:

  • Creative professionals balancing project income with business investments

  • Independent consultants managing multiple client relationships and tax jurisdictions

  • Investors whose portfolios are growing faster than their comfort with the complexity

  • Solopreneurs wearing every hat in their business, including the financial ones they'd rather not

  • Individuals navigating marital status changes and the financial impacts it brings

  • Anyone with a fast-growing income or rapid life changes who feels like they're flying blind

You don't need someone to “do your books.” You need someone who sees it as one part of the bigger picture that is you.

What Will You Get?

Always-On Strategic Partnership: No more wondering who to ask those burning questions that keep you up at night. Get help navigating those financial decisions as they come up, from investment opportunities to business structure changes to charitable giving strategies.

Proactive Planning Between the Lines: We help you see around corners,how today's decisions impact next year's tax filing, what regulatory changes mean for your specific situation, and how to stay ahead of complexity instead of reacting to it.

The Sounding Board You've Been Missing: Someone who understands your full financial landscape and can provide context for every decision. Whether it's a new income source, an investment opportunity, or a question about mixing business and personal expenses. You'll have expert perspective without judgment.

Strategic Clarity, Not Just Compliance: We live in the practical details that actually drive your tax and financial outcomes. We bridge the gap between day-to-day money decisions and long-term financial health. We’re here to connect the dots, whether that is introducing you to the right financial advisor or helping you get more organized in your finances.

How Does It Work?

Flexible Engagement Options

Because your financial questions don't follow a schedule, neither do we. Choose the level of support that fits your needs:

  • On-Demand Access: Reach out when questions arise—we're your financial hotline

  • Regular Check-Ins: Quarterly, monthly, or bi-weekly scheduled conversations to stay proactive

  • Quarterly Reviews: Deep-dive sessions to assess progress and adjust strategies

  • Hybrid Approach: Combine regular touchpoints with on-demand availability

Getting Started

  1. Minimum 3-Month Partnership: This gives us time to understand your unique situation and gives you time to experience the value of having an expert who’s always available.

  2. Your Always-Here Financial Advisory Board: From day one, you'll have direct access to expert guidance whenever questions arise. No more losing sleep over decisions you're not sure about. No more flying blind without a trusted partner by your side.

What Makes Purple Group Financial Counsel Different?

Boots-on-the-Ground Expertise

We're CPAs who live in the details of accounting and compliance, not just high-level financial theory. We understand how real financial decisions create real tax implications and real opportunities.

Built for Your Unique Financial Life

Your situation isn't cookie-cutter, and neither is our approach. We specialize in the gray areas and unique circumstances that come with non-traditional income and growing wealth.

Trust by Design

This isn't about selling you more services. It's about providing meaningful value through reliable partnership and support. The relationship comes first; everything else follows.

No Judgment, Just Guidance

No money shaming, no "You should have known better," just practical guidance to help you make the smartest decisions ahead of you.

You've worked hard to build an extraordinary life, and you deserve a partner who makes sure you never feel alone in it. We’ve got your back every step of the way.