To us, purpose-based planning means that your wealth is working together in harmony, and each piece of your wealth is complementing and supporting the others.
A portfolio disjointed from a financial plan or tax plan is non-ideal. We look for opportunities to drive out inefficiencies and remove threats, so the portfolio is best positioned to capitalize on the benefits and take advantage of opportunities of the custom financial plan.
When every aspect of your wealth is working in concert to accomplish your goals, you are more likely to achieve them. This is the essence of purpose-based wealth planning.