Aligning Heart-Math and Pencil-Math with Clint Jasperson, CFP and Managing Partner of Purpose Driven

In today’s episode of The LoCo Experience, I welcomed back Clint Jasperson, Founder and Managing Partner of Purpose Driven Wealth, a Thrivent Financial wealth management office. Clint has been a member of LoCo Think Tank for nearly 5 years, and shared in part the blessing he finds there is a safe place for diverse opinions - rather than the crazies yelling at each other from the corners of the internet as we might believe if we spend too much time online.

Clint and I spoke more about mindset than toolkit in this conversation, especially how we can reconcile our heart-math and our pencil-math with intentional conversation and reflection. We also touched on how a planning office can add the most value to a conversation far ahead of a liquidity event - i.e. the sale of a business, how protection and wealth-building must both be considered, and what the next chapter of growth looks like for his business.

He’s a philosopher not just a CFP, and I’m thankful to have Purpose Driven Wealth as a sponsor of The LoCo Experience podcast. Clint faces down his own Purpose Driven Questions like a pro in this one, so tune in and enjoy my conversation with Clint Jasperson.