# Purpose Financial Planning

Purpose Financial Planning is a RIA based in Schaumburg, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Schaumburg, United States
- **Assets under management:** Undisclosed
- **Website:** https://purposefinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/purposefp

## Regulatory record

- **CRD number:** 331194
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331194

## About

Purpose Financial Planning helps individuals, families, and business owners across Schaumburg make informed financial decisions through straightforward, education-first planning. The firm focuses on retirement planning, estate planning, business owner planning, investments, and Social Security guidance. It emphasizes understanding goals and priorities before recommendations, with a personalized process rather than product-led sales conversations.

## Sectors

- Families, retirees, and business owners

## People

- Daniel Kaibel — CFP, RSSA, CLTC, and CFSLA
- Dan Kaibel

## Related profiles

- [Punjab Venture Capital](https://altss.com/profile/punjab-venture-capital)
- [PURPOSE WEALTH](https://altss.com/profile/purpose-wealth)

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Last updated: 2026-08-11T15:07:49.000Z

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