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On Purpose Financial Management
  • Roadmap to Financial Freedom
  • Our Investment Philosophy
  • Services
  • Blog
  • About Us
    • Our Clients
    • Our Team

Posts by Carter Blend

Making the Move: Financial and Emotional Tips for Assisted Living

By Carter Blend | March 3, 2025
Making the Move: Financial and Emotional Tips for Assisted Living

Moving to assisted living can be a fresh start. Plan ahead, explore financial options, and embrace the benefits of community and care. Reach out for guidance!

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Financially Ever After: Essential Steps to Take Before Saying ‘I Do’

By Carter Blend | February 19, 2025
Financially Ever After: Essential Steps to Take Before Saying ‘I Do’

The first step in living life on purpose is asking for help in understanding what you need to make your retirement dreams become reality.

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When Crisis Hits: Helping Others

By Carter Blend | January 25, 2025
When Crisis Hits: Helping Others

The first step in living life on purpose is asking for help in understanding what you need to make your retirement dreams become reality.

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Holiday Traditions: Cherished Moments That Bring Us Together

By Carter Blend | December 10, 2024
Holiday Traditions

The first step in living life on purpose is asking for help in understanding what you need to make your retirement dreams become reality.

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