Planning with Purpose

Planning with Purpose

 

Expert financial planning for everyone - not just our clients. 

This is our commitment to the communities we serve and the profession we love.  

Reach out to John
John Anderson

John Anderson, CFP®

Program Lead, Planning with Purpose, Diversified Financial Advisor

Planning with Purpose: What it is

Planning with Purpose is our firm's commitment to making expert financial planning available to people who need it - not as a marketing program, but as an expression of what we believe good financial planning firms should do. Our advisors volunteer their time and expertise in structured, meaningful engagements. No feds. No strings. Just excellent planning, extended further. 

Who It Serves

Planning with Purpose engagements are open to individuals and families who could benefit from professional financial guidance but don't have access to it -whether due to cost, circumstance, or simply not knowing where to turn. Engagements cover budgeting, debt, savings, insurance basics and goal-setting. They are time-limited, structured and leg by CFP® professionals. 

Planning with Purpose reflects something we believe deeply - expertise carries a responsibility beyond our existing clients. Supporting advisors who want to give back is good leadership. 

Andrew Rosen

Executive Chairman, Diversified

When our advisors do pro-bono work, they come back sharper. They've solved real problems with real constraints. That makes us all better planners for every client we serve. 

Michael Fisher

CEO, Diversified

I've always believed great financial planning should reach beyond wealth. When I brought this idea to this firm, they backed it. I'm proud to lead Planning with Purpose and proud of this work. 

John Anderson

Program Lead, Planning with Purpose, Diversified

Diversified cares - about our clients, our communities and our profession.

Planning with Purpose is one expression of that commitment.
Aligned with the Foundation for Financial Planning and CFP Board's Pro Bono Standards