Welcome Visionaries!

 

Watch the FREE 5-minute video to find out The 3 Steps to:

  • Living joyfully with your wealth, AND
  • Making a positive impact with your wealth.

Enjoy!

Have you ever felt like you were working hard, but not making a difference?

Sign up for The Stages of Impact Self-Assessment to:

  • Get perspective so you don’t feel lost anymore.
  • Generate loads of new ideas so you can gain momentum.

You will also receive more fun, learning and inspiration from my newsletter.  Enjoy, and thank you!

Welcome Visionaries!

Thank you for your interest in the Profit and Purpose Program – a year-long financial planning and wealth coaching program designed to help you bridge the gap between money and meaning.

 

About the Program

This program transforms boring, status quo financial planning into a life-changing path of joy and meaningful impact.

If you are a pioneering visionary who is ready to take a deep dive into your purpose, gain control of your finances and make a big difference with your wealth, you are in the right place!

The Profit and Purpose program includes 7 steps to take you from confusion and  overwhelm about your wealth, to strategic wealth management that makes a positive impact in your life and the world.

Step 1: As Within, So Without

In the first step, unlock simple, yet profound changes you can make to influence change, inspire action and make a big difference with your life and your wealth.

Specifically, you will:

  1. Learn how to consistently act and make decisions from your higher self.
  2. Restore your energy by learning how to transform unwanted beliefs / patters.
  3. Uncover your wellspring of inspiration that will keep you going throughout the program and beyond.
  4. Know the difference between your self-worth vs. your net-worth.

Step 2: Money Freedom

Move beyond limiting money beliefs and claim purposeful financial goals that support your ambitions.  A new level of awareness regarding how you manage your wealth will unlock new opportunities for impact.

Specifically, you will:

  1. Clean up your money clutter.
  2. Identify and understand how you manage your wealth.
  3. Create a money mission statement.
  4. Explore innovative opportunities to fulfill your financial needs and desired impact.
  5. Define clear, meaningful and compelling financial goals.

Step 3: Your Power to Shape the Future

Before we create your financial plan, it is important to get clear about the meaningful impact  you want to create so we can ensure that the way you choose to use your wealth aligns with your purpose.

Specifically, you will:

  1. Unlock your unique, powerful impact.
  2. Identify the specific needs in the world you are moved to meet.
  3. Chart your path to impact.

Step 4: Know Your Numbers

Know your numbers to navigate your financial life with clarity and confidence. This knowledge will empower you to manage your wealth wisely and show you how to make a bigger, positive impact with your wealth.

Specifically, you will:

  1. Receive a customized, step-by-step plan that simplifies the complex and shows you how to accomplish your heart-centered financial goals.
  2. Align your values with your investments through Sustainable, Responsible, Impact (“SRI”) Investment options.
  3. Make important financial decisions with clarity and intention.

Step 5: Fusing Wealth and Purpose

Step 5 is where the rubber meets the road.  Bring your heart-centered, financially-savvy vision to life by taking bold action in the world.  You will build a team and begin your adventure with their support so you may go farther, faster and with more ease.

Specifically, you will:

  1. Assemble a team to support you.
  2. Take bold action to implement your vision and money mission.
  3. Establish your leadership in an area that matters to you.

Step 6: Grounded Relationships

Step 6 will support you to be confident and clear with family, friends, advisors and organizations so you can enjoy relationships grounded in truth and compassion.

Specifically, you will:

  1. Diffuse unwanted power dynamics caused by wealth in your relationships.
  2. Feel confident handling awkward situations with others regarding your wealth.
  3. Learn how to say “no” to requests for loans or donations with clarity and compassion.

Step 7: Living with Joyful Abundance

The final step is about honoring who you have become throughout this program. It’s also about setting your intentions for what’s next for you as an influential leader.   This is a time to relax, receive and savor the fruits of your labor.

Specifically, you will:

  1. Celebrate your accomplishments.
  2. Harvest the wisdom you gained throughout this process.
  3. Identify new opportunities that have become available to you through this program.
  4. Open the door to what’s next in your new leadership role.

What’s Included in the Profit and Purpose program:

  • financial plan, or a refreshed financial plan.  This blueprint, designed especially with your needs, wants and goals as the focal point, will give you the information you need to make wise financial decisions that will support your lifestyle, vision and values.
  • The Path to Impact companion worksheets that address the emotional, heart-centered and visionary side of your financial life.  These worksheets will keep you on track throughout the program and provide a guide for you to refer back to.
  • VIP Day with me to kick off the program.  In this five-hour VIP Day , you will get unstuck in areas that are holding you back and create a compelling vision for the next year so that you can get the most out of this program.
  • A 1-hour meeting per month (10 total).  You will be guided through the seven steps of the program during these meetings so that you successfully align your purpose with your wealth management.
  • A 30-minute check-in per month (10 total).  These calls will keep you motivated, focused, moving forward, and inspired to be taking courageous, meaningful action in your life.

Program Bonuses:

  • one-hour orientation meeting with me.  In this meeting, we will cover program details so you can get the most out of your experience and know what to expect.
  • personalized assessment highlighting your strengths so that we are working WITH your natural abilities, not against them.

Find out if this program is right for you!

Schedule a FREE 1/2 hour consultation with Melissa Hoyer.

Contact Melissa

Have you ever felt like you were working hard, but not making a difference?  

Sign up for The Stages of Impact Self-Assessment to:

  • Get perspective so you don’t feel lost anymore.
  • Generate loads of new ideas so you can gain momentum once again!

You will also receive more fun, learning and inspiration from my newsletter.  Enjoy and thank you!