Mission, Vision, Purpose, Values

Our purpose is to empower the human spirit

to reach new heights and excel no matter what

the circumstances.

Values

Service      Respect      Honesty

Integrity    Excellence  Innovation

Our mission is to help people free themselves from self limitations and empower, expand and engage their strengths to live life more abundantly.

We envision an enriched human experience where people live happier and healthier lives and fulfill their hopes and dreams. 

"Joan did a great job of leading the partners of Millennial Group through a personal mission/vision process that allowed us to re-engineer our corporate mission, vision, values and operating agreements.

Joan kept us focused and facilitated an outcome that invigorated our team and drives our culture and client service structure."

Jesse Hurst, CFP, AIF

President

Impel Wealth Management