PHILOSOPHY
We can almost always make more money. But we can never get this time back.
Most financial planning is focused on a life you might live in the future. The life you're living right now matters just as much. For parents juggling kids and careers, the best planning does both. It prepares you for the future while giving you control over your time today.
This is why I do things differently. Yes, I'll help you grow your wealth and make smart financial decisions. But I'm not here to maximize your net worth.
I'm here to maximize your life.
WHAT I CAN OFFER
Relief from carrying financial stress on your own
Clarity on whether you're actually on track
Confidence in making solid financial decisions
NOT YOUR TYPICAL FINANCIAL PLANNER
In It Together
My own family's money is in the same investments as yours.
A Small Practice
Deliberately working with fewer families so I can spend more time with you.
One Flat Fee
An all-inclusive annual fee. No percentage of your assets, no commissions.
WHAT MY CLIENTS HAVE TO SAY
Instrumental in helping us get our financial world in order. We're now in a place to get to the next level.
GUY C.
A steady hand in guiding all aspects of our finances, from taxes to investments to kids' credit. He has given us a ton of confidence in our big picture goals.
CINDY D.
A remarkable ability to make complex financial topics and strategies both clear and actionable. I can't recommend Sanay more highly.
PAUL S.
WHO I AM
Dad, husband, Mexican food lover, CrossFit devotee, personal finance nerd.
Twenty years in private equity, venture capital, and startups taught me a lot about money. Not much about helping people. Purpose Wealth is my way of changing that.
Sanay Patel | Founder, Purpose Wealth