Purpose Media Management offers financial planning and advice to its clients. Headed up by Washington, D.C.'s premier banking specialist, Byron Jackson, Purpose Media Management now offers various useful financial building blocks and mapping systems.

A client's financial plan can be a budget, a plan for spending and saving future income. This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings. A financial plan can also be an investment plan, which allocates savings to various assets or projects expected to produce future income, such as a new business or product line, shares in an existing business, or real estate.

In business, a financial plan can refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created within a business plan. A Purpose Media Management financial forecast or financial plan can also refer to an annual projection of income and expenses for a company, division or department. A Purpose Media Management financial plan can also be an estimation of cash needs and a decision on how to raise the cash, such as through borrowing or issuing additional shares in a company.