Become a Member

What a privilege it is to offer my support to the Purposeful Planning Institute as an initial member and the Laureate of PPI. The work of this community has allowed many families to flourish in remarkable ways.

I am awed by the number of thought leaders and visionaries who participate in PPI programming...and are incredibly accessible and generously share their time and expertise with the community. PPI not only talks about collaboration, but they also create the forum for it to take root and grow.

For me, PPI is home. It is a place where I can be myself, have deep conversations, and experience joy and laughter with like-minded and like-hearted colleagues.

PPI is my professional home...where I have been able to deepen and broaden professional networks and relationships and expand my knowledge. My engagement through PPI helps to stimulate my thinking, and has transformed my practice and how I serve.

Today’s wealth-owner is asking a different set of questions when it comes to family and financial assets. The Purposeful Planning movement is where advisors looking for the answers to these questions will need to be.

PPI is different than any other professional community I’ve joined. If you’re willing to jump in with both feet, there are other professionals waiting there to lift you up and help you succeed in whatever you’re doing. The effort I put into the PPI community throughout the year is returned to me an invaluable way, reflected both in my bottom line as well as the person, leader, and professional I am today. When I need help, feedback, or guidance, my first call is always to someone I met through the PPI community.

So often the heart of what our clients want to accomplish is lost in the legal protection and instructions. Our thinking in legal matters and the pressures of “getting it right” blur the bigger picture for us. I highly recommend this organization to you if you want to think beyond the technical side and integrate the human dimension.

PPI is an amazing tapestry of people and a place where I have developed deep connections and relationships. PPI has been an engine for my personal and professional growth and evolution.