Broker Check

Why We Exist


Why We Exist

We are here to inspire humanity to create the life they love.


"The difference between great people and everyone else is that great people create their lives actively, while everyone else is created by their lives, passively waiting to see where life takes them next. The difference between the two is the difference between living fully and just existing. Charles and I are in charge of our future and we live fully.” - Sophal Pettit

We want to help you take charge of your life so that you can fulfill your purpose.

Our Vision

A world where everyone discovers their true purpose for life, money, and their American dream.

Our Mission

To inspire individuals and families to live their purpose through coaching, education, and planning - leaving them with peace of mind.

Our Values

  • Integrity
  • Faith
  • Trust
  • Freedom
  • Commitment

Have a Question?

Thank you!
Oops!