Strategic Alliances

Strategic Alliances 2017-02-01T10:18:14+00:00

The Successful Transition Planning Institute

Successful Transition Planning


PPI members may now apply to become members of the Successful Transition Planning Institute’s Advisory Network at no charge (a savings of $100).  The STPI Advisory Network consists of highly experienced advisers and experts in business, tax, legal and other areas of concern for highly successful business owners, executives and professional partners.


Dean Fowler Associates, Inc.

Dean FowlerThe Purposeful Planning Institute has been trained and authorized by Dean Fowler Associates to sell and administer Comprehensive Family Roadmaps.  PPI Members receive a $500 discount on the Comprehensive Family Roadmap, which includes basic training to understand the purpose of the Roadmap process, permission to customize your own marketing materials, set-up of online questionnaire, administrative support and a comprehensive report that provide a roadmap for family success identifying the family’s strengths which serve as a foundation to address the their most critical challenges.



Connect Gens
Connect-Gens partners with individuals, couples and families who choose to create legacies that last using a Purposeful Planning process that  integrates “who people are” with “what they have“.

Sudden Money

Sudden Money

The Sudden Money® Institute is a nationally recognized source for financial transitions planning training, tools, marketing and practice management support.