Purpose Financial Planning
Christian financial advice for young, high-income families, professionals, and business owners who want to steward their resources wisely. We integrate tax-smart planning, investments, and cash flow strategies with Biblical wisdom to help you make confident financial decisions.
0
Client Reviews
0 to 0.6%
Percentage of Assets (AUM)
Meet The Team Behind Purpose Financial Planning
Christopher Musick, CFP®, CKA®
Founder | Financial Planner
Chris Musick is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor® who blends technical expertise with a Biblical perspective to help clients make wise, values-driven financial decisions. As a husband, father, and business owner, he understands how fast life can come at you and is passionate about helping families slow down, find clarity, and live with greater intention.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
N/A
Minimum Annual Income
$300,000
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Asset Allocation
✔ Cash Flow Planning
✔ College/Education Planning
✔ Education Planning
✔ Estate Planning
✔ Family Wealth Transfer
✔ Financial Planning
✔ Insurance Planning
✔ Investment Management
✔ Philanthropic Planning
✔ Liquidity & Exit Planning
✔ Portfolio Rebalancing
✔ Retirement Planning
✔ Tax Strategy
✔ Wealth Management
✔ Stock Option Planning
✔ Portfolio Management
✔ Life Transition Planning
✔ Insurance/Risk Management
✔ Financial Advice & Coaching
✔ Executive Compensation
✔ Charitable Giving
✔ Business Succession Planning
✔ Debt Management
✔ ESG/Impact Investing
Our Ideal Client Profile
As your career or business has grown, so has your income, and so has your complexity. You are a high-earning professional or business owner in your 30s or 40s who is working to build your wealth. You work hard to balance the demands of your family and career. You want to feel confident you’re making the right financial decisions – making the most of your income, investing in your future, and living out God’s Purpose. You want a Christian financial advisor who shares your values and aims to help you build your wealth while enjoying an abundant life and giving generously.
We're Probably Not A Good Fit If
✗ You're already in or near retirement.
✗ You only want investment recommendations - not planning.
✗ You're household income is less than $300k/yr.
How We Work
1
Find out more
No cost, no commitment, and no pressure - start by scheduling a quick call to see if we're a good fit. Tell me about yourself and let's see how I might be able to help.
2
Next Steps
If after our first conversation it feels like a good fit, we'll meet again to answer remaining questions, walk through exactly what to expect working together, and agree on a timeline to get started.
3
Getting Started
We'll meet three times in the first couple of months where we'll build out your plan and identify the most important next steps: 1 - Get Organized. 2 - Gain Clarity. 3 - Be Inentional.
4
Implementation
After building out your plan and identifying action items, we'll meet regularly to help you implement those recommendations, address areas in more depth, and track progress as you go.
Transparent Pricing
Ongoing Financial Planning
$500 - $1,000 Flat Fee/Retainer
Comprehensive planning, regular meetings, unlimited advisor access, & implementation support - starting at $6k/yr (paid monthly).
Investment Management
0 to 0.6% Percentage of Assets (AUM)
We don't require you to move your investments, and there's no asset minimum. For ongoing clients who opt in, the first $500k is INCLUDED - then just 0.6% on assets over that amount.
About Purpose Financial Planning
At Purpose Financial Planning, our mission is to help you live a more abundant, generous, and intentional life of Purpose. Many of our clients first come to us feeling stretched thin - busy schedules, competing priorities, and uncertainty about whether they’re making the right financial decisions. It’s easy to feel like even with a great income, you’re not making any real progress.
That’s where we step in. We bring clarity and order to the complexity by helping you set meaningful goals, clarify your values, and design a financial plan that reflects your vision for the future. The result is a path forward that feels organized, intentional, and aligned with what matters most so you can move from worry and reaction to confidence and peace of mind.
Based in Georgia and serving clients nationwide, we provide independent, fee-only advice that integrates tax-smart strategies, cash flow planning, investments, and stewardship. Whether you’re navigating a career change, trying to optimize your business income and its tax implications, considering a home upgrade, preparing for your children’s education, or simply seeking financial independence, we walk alongside you with biblically grounded wisdom and practical financial expertise.
That’s where we step in. We bring clarity and order to the complexity by helping you set meaningful goals, clarify your values, and design a financial plan that reflects your vision for the future. The result is a path forward that feels organized, intentional, and aligned with what matters most so you can move from worry and reaction to confidence and peace of mind.
Based in Georgia and serving clients nationwide, we provide independent, fee-only advice that integrates tax-smart strategies, cash flow planning, investments, and stewardship. Whether you’re navigating a career change, trying to optimize your business income and its tax implications, considering a home upgrade, preparing for your children’s education, or simply seeking financial independence, we walk alongside you with biblically grounded wisdom and practical financial expertise.
Let's chat
Schedule a time for a quick 30-minute call to see if we're a good fit.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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2 Client Reviews
"Anthony helped guide me with selecting better investments in my 401(k) and my overall approach to retirement planning. He answered my questions and helped me feel comfortable with the strategy so I understood the reasons behind the changes we were making. His expertise was helpful because now I'm confident in the investments and a better overall strategy to help me reach my goal of maximizing for growth."
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