Loading...
Our platform helps your clients write a personal life purpose statement, to create financial plans that go beyond spreadsheets, cash flow models and account balances.
Our software platform uses the psychological process of progressive disclosure to help you understand your clients' deepest motivations.
Write Your Purpose Statement Today
Our Key Exercises
Purpose DNA is the beginning of our journey into identity. This short exercise helps clients use a set of words to define their identity.
This exercise helps set the tone for our entire process of self-reflection. By the end, you'll have created a list of personal Core Values.
.png)
The FEQ Profile gives a unique perspective into how you improve emotional intelligence to help clients make better financial decisions in a healthy state versus a stress state.
This is the meat of our process. Define my purpose will help clients write the first draft of their purpose statement.
A purpose statement is nothing without a plan to live it out. A promise creates a daily commitment to oneself and others to live that purpose out.
OUR PRICING
Begin to work at the deepest level with your clients by starting with purpose.
Unlimited client profiles
Access to all exercises
Billed monthly
No annual contract
Everything in solo
Up to 10 advisors per team
Invoice payment available
Personal onboarding
.png)
