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