Welcome home to The Purposeful Practice. Financial peace of mind can be hard to achieve. We exist to help you achieve financial peace of mind to free your time up to enjoy your life and the things that truly matter. We simplify the complex. We will take you from where you are designing with you a documented roadmap to your better financial future. We help you avoid financial hazards and our advice covers all your investments flowing to every area of your financial life.
Our practice works with successful intelligent nice people looking for unbiased, experienced unbiased financial advice. This advice will cover their entire personal balance sheet and provide insights into how they are able to align their wealth with their purpose achieving their goals.
As founder of The Purposeful Practice, Robert Palma provides over 25 years of solid financial planning experience, working with Medical specialists, business owners, Highly successful professionals and families wanting to grow financially.
We are a totally fee for service practice refunding all conflicting commissions from all products including insurance, loans and other products. The Purposeful Practice cares about getting the right solutions and answers for your investments. We look for the best solutions for you all the time test them and continue to seek better outcomes.