OASD
Financial Wellness Seminars 2022
Seminar Video | Slide Decks | Additional Resources
Purposeful Finance Challenge
A free program from our nonprofit organization for making consistent progress on your finances in 15-minutes each week.
Investing in Uncertain Times Ebook
A free guide for the Dos and Don'ts of investing during uncertain times including easy steps to take and common mistakes to avoid.
Guide to Financial Advisors
A nonprofit guide to understanding the 'financial advice' industry vs. profession; and how to advocate for yourself.
Schedule a Meeting
Schedule a meeting with Joshua Escalante Troesh to discuss your financial needs and how Purposeful SP may help.
Financial Planning
Learn more about financial planning and how we help clients with retirement planning, multi-decade tax planning, investment management, and aligning your money with your values.
Financial Launch
Learn more about our financial coaching program designed to help you manage debt, build savings, and create a budget that doesn't force you to choose between your now and your future.
