Free News Alerts

Stay up to date on the latest program news and wiki content.

Support This Work

The New Roadmap
Foundation is a non-profit
organization that depends
on public donations
to spread the message of
Financial Integrity.


Revision as of 03:53, 8 March 2013 by FiWikiAdmin (Talk | contribs)
(diff) ← Older revision | Current revision (diff) | Newer revision → (diff)

From Financial Integrity

Purposeful Planning Institute

"The Purposeful Planning Institute is a unique educational, training and mentoring institute for professionals who are committed to designing purposeful and lasting legacies that integrate the client’s voice, vision, and values, with the technical intricacies of estate and wealth transition planning. Within the Institute we offer various programs to meet the needs of a diverse base of clientele."

Founded by John A. Warnick, PPI offers planning services and education for financial professionals that emphasizes discovering and planning around the client's core values. Warnick touches on subjects overlooked by most wealth management training institutions, such as the scientific research on the importance of gratitude and altruism as practices to increase individual happiness and well-being.