Mission, Vision, Purpose, Values


Purpose & Values

Why do we do what we do?

To help people empower and expand themselves, so they can maximize their gifts and talents and live life more abundantly.

Standards of behavior we deem important

Service      Respect      Honesty

Integrity    Excellence  Innovation


Mission & Vision

What do we envision for the future?

Individuals growing and expanding their ways of being using their strengths and purpose to enrich their lives and the lives of others. Their energy is focused on their gifts, free from self-limiting beliefs and behaviors.  They have joy, passion and a sense of purpose.  As they grow, so do those around them. New possibilities emerge.  Creativity, courage, determination, flexibility and execution take them to new heights in an ever-changing world.

How do we accomplish our vision and live our purpose?

We encourage, coach and build a foundation upon which people can grow.



"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.

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

Jesse Hurst, CFP, AIF


Impel Wealth Management   

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