The First Certification to Leverage Purpose in Business and Life


Key Benefits

Launch a new business or enhance your current offerings
Educational Content

Gain access to education, exclusive content, webinars, and resources to help you in your business. Explore the Key Purpose Indicators to measure if you are living a fulfilled life.


Access a community of like-minded peers to learn best practices, join accountability groups, and network.


Leverage the Go Beyond platform to better service clients and deliver content. Our platform is easy-to-use, beautifully designed, and appealing.

Rali Platform

We've partnered with Rali to provide our CPMs with a suite of content and tools capable of servicing individuals up to enterprise-level clients.

Why build with purpose?

Purpose is the key to a fulfilling & impactful life

Build deeper relationships

Enjoy meaningful work

Create renewable energy

Become your best self

Become a CPM
Video Tutorial

Metrics that Matter

Key Purpose Indicators™ seeks harmony in the three major areas of your stewardship: physical health, financial wealth, and personal relationships (your family and inner circle of friends). A higher score in one area of your life is commonly offset by a lower score in another area of your life. Purpose-centered living and true fulfillment is achieved when you find harmony across all three. ​

Watch Video
Key Purpose Indicators

How it works

KPIs are all about creating harmony in your life and career. You set your own metrics for success and measure them along a 6 point scale


A score under 3.0 means you have unhealthy habits that must change


A score between 3.0 and 4.0 means you are currently making unhealthy choices


A score between 4.0 and 5.0 suggests that you are managing your habits well sometimes


A score over 5.0 suggests you are practicing healthy habits often

What makes the CPM Program unique?

Purpose-Centered Certification
People-Centered Technology
Built for You
Purpose-Centered Certification

While most financial advisors, coaches, and HR professionals recognize the importance of purpose in our daily lives, there are no certifications designed to help you implement purpose-definition into your work.

People-Centered Technology

We design our technology and tools with both the client and the partner in mind. We focus on how technology can help advisors and coaches better serve their clients, not replace them. Our tools allow you to track your clients' health, wealth, and relationships.

Built for You

Our certification program currently has three Tracks: HR Professionals, Coaches, and Financial Advisors. During the certification program, you will get industry-specific advice about how to use the certification and tools to achieve your goals.

Interested in becoming a Certified Purpose Mentor? Reach out!
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Certification is $2,500