Real Estate & Investments
Build
Grow assets through your first home, investment properties, and long-term real estate — the foundation most family wealth stands on.
Family Wealth & Realty Strategist
From your first home to retirement, protection, education, and a lasting legacy — one connected strategy built around the 5 Pillars of Family Wealth.
- Build
- Protect
- Grow
- Educate
- Legacy
First HomeBuying & Selling
Family ProtectionInsurance & Income
Wealth Building
0Pillars of Family Wealth
0Integrated Services
0Eastside Neighborhoods
0%Personalized Strategy
Our Philosophy
The Signature Framework
The 5 Pillars of Family Wealth™
Five connected pillars that turn scattered decisions into one family wealth strategy. Every pillar holds up the roof — your family’s freedom.
- 01Build
- 02Protect
- 03Grow
- 04Educate
- 05Legacy
What We Do
Tell us where you are today. We’ll show you the services that matter now — and how they connect to everything that comes next.
Where are you in life?
Make your biggest purchase your smartest one
We plan the purchase with your whole financial picture in view — then protect the mortgage and handle the signing.
- Home & Real EstateFirst home, selling, and investment properties across the Eastside.
- Life InsuranceProtect your income, mortgage, and loved ones.
- Public Notary (WA)Licensed Washington notary services, simplified.
Build PillarThe foundation of family wealth
Real Estate · The Foundation
Your home is your first wealth engine
Most family wealth starts with a front door. Purnima helps you buy, sell, and invest in Washington real estate — and connects every purchase to your protection, retirement, and legacy plan.
- Woodinville, WASingle family home
- Packwood, WACabin near a national park
- Bothell, WACondo
- Glacier, WASingle family home
Serving as Realtor – Bothell · Bellevue · Shoreline · Sammamish · Woodinville · Kirkland
Serving as Wealth Management Advisor – Nationwide across the USA
See the Difference
Move the sliders to see how time, consistency, and a clear plan change the curve.
With a guided plan$664,808
Cash savings (0.5%)$250,945
You contribute$235,000
Guided planCash savings
Illustrative projection only — assumes a constant return compounded monthly. Not a guarantee of future results or investment advice.
How We Work
- 01
Discover
We listen first — your family, your goals, your timeline, and what “enough” looks like for you.
- 02
Design
We connect every piece — home, investments, protection, education, and estate — into one plan.
- 03
Implement
We act with trusted partners: listings, lending, insurance, accounts, and legal documents.
- 04
Review
Life changes; your plan adapts. We meet regularly to keep you on track toward freedom.
Client Stories
“Purnima is one of the best people to work with — she is patient, helpful, and always has an eye for details. She is quick and always responsive to all your queries. She helped us find our home.”
Free Consultation
Let’s build your family’s wealth blueprint
A free, no-pressure conversation about where you are today and where your family wants to go.