Chris Musick

Many founders reach a point where the business is working - but their personal finances still aren’t fully figured out.

Income is strong, but questions keep piling up. How much should you actually be paying yourself? Are you setting money aside in the right places? Are you being proactive with taxes - or just reacting? How do you balance investing, generosity, and long-term priorities while staying focused on building the business and leading your family?

This is where we work.

At Purpose Financial Planning, we serve as a Personal CFO on the life side of money for faith-driven founders. We help you organize the moving pieces of your personal finances, clarify what actually matters most, and build a plan that aligns your money with your family, faith, and calling - not just your business.

Our clients aren’t looking for investment picks or generic advice. They want confidence in their decisions. They want a clear structure for income, taxes, investing, and generosity. And they want a trusted partner who understands founder life and can help steward success intentionally, beyond the business.

Based in Georgia and serving clients nationwide, we are an independent, fee-only advisory firm integrating tax-smart planning, cash flow strategy, investing, and biblical stewardship. We work best with founders who want their financial plan to support the life they’re building - not compete with it.