Planning With A Purpose was created from a dream & desire to educate and empower our community through financial & business workshops.

Our founder & CEO Carolina Burquez quickly realized that there was a huge need for this in our community after her many years of experience in the industry.
Before becoming a business consultant, Carolina was a financial advisor that enjoyed helping her clients create a personalized roadmap that would help them reach all of their goals. And throughout her many years of experience in the financial planning world, she found her passion in helping business owners, entrepreneurs & startups plan with a purpose in every area of their lives; personally, professionally & financially so they can build a business that aligns with a life filled with identity, passion & purpose.

That is they key to Planning With A Purpose. To live purposefully in every area of your life.

“I create through passion & purpose knowing who I truly am. I was created to create”

Call Me At: (619) 370-7057