The only tool that aligns your advice with each client's unique Purpose of Wealth™.

Everyone has the desire to be understood, especially when it comes to their money. Our software does that so you can provide a financial plan that goes beyond numbers and speaks to their heart helping clients live a wealthy and fulfilling life!

The Purpose Software for Advisors

Connect more deeply, using technology

Our software platform uses the psychological process of progressive disclosure to help you understand your clients' deepest motivations. Their 'why'.

What does this mean for you? Providing a financial plan that quickly and efficiently hits the mark the first time.

Create a Purpose of Wealth statement.

Help your clients understand their purpose of becoming wealthy, to create a more authentic connection

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Our Key Exercises

Learn More about Yourself

Purpose DNA


Purpose DNA is the beginning of our journey into identity. This short exercise helps clients use a set of words to define their Identity.

Trials & Triumphs

Core Values

This exercise helps set the tone for our entire process of self-reflection. By the end, you will have a curated a list of personal Core Values.

Friction EQ

Behavior Profile

The FEQ Profile improves emotional intelligence to help clients make better financial decisions in both healthy and stressed state.

Define Our Purpose

Family Purpose of Wealth statement

In order to live Wealthfully, your clients need to articulate what it means to be wealthy AND fulfilled. Defining their unique purpose will give advisors a relational bond that cannot be broken.

Declare Our Promise

Family Promise statement

A purpose statement is nothing without a plan to live it out. A promise statement creates a daily commitment to oneself and others to live Wealthfully.


Differentiate yourself by understanding each clients' Purpose of Wealth.

Begin to work at the deepest level with your clients by discovering their purpose.


  • 10 client profiles

  • Access to all exercises

  • Billed monthly

  • No annual contract

$75 per month

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30-Day Money-Back Guarantee


  • Unlimited client profiles

  • Includes 2 advisors

  • Annual discounts available

  • Personal onboarding

$375 per month

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30-Day Money-Back Guarantee