1. Strategic Objectives for Uplifting Life Financial Planning Beyond the Cycles of Death and Taxes

3. Living Life to the Fullest 1.What is the purpose for wealth? 2.Is there a connection between the purpose for wealth and being able to live life to the fullest?

4. Purpose is the motivator behind everything we do.

5. BEHAVIOR results from HABITS formed by repetitive ACTIONS generated by THOUGHTS reflecting BELIEF in a VISION that is motivated by a PURPOSE.

6. The purpose for all things is determined by the thing’s creator.

7. Strategic Objectives for Uplifting Life A tool to help people make a conscious connection to a purpose for working, accumulating and managing wealth, that FULFILLS THEIR LIFE’S INTRINSIC PURPOSE and therefore, ENLARGES AND FILLS THEIR HEART.

8. Intrinsic Purpose The divinely ordained reason for which you’re given the gift of life that can only be fulfilled by YOU when you SERVE THE NEEDS OF OTHERS.

9. New Idea Business is an INHERENTLY MORAL and VIRTUOUS enterprise designed to give people POWER TO CREATE WEALTH and FULFILL THEIR LIFE’S INTRINSIC PURPOSE by SERVING THE NEEDS OF OTHERS.

10. New Idea The inherent morality and virtue of business is hidden in our intrinsic purpose and can only be revealed when: 1.Our motivation for accumulating and managing wealth is a purpose that satisfies, but is greater than, our self-interest. 2.Our leadership, business and wealth planning decisions are guided by Standards of Giving. 3.We use wealth to meet our needs and the needs of others.

11. Strategic Objectives for Uplifting Life: A SOUL Plan A SOUL Plan is: Business planning beyond profit Financial planning beyond the cycles of death and taxes Career planning beyond the pursuit of money, power and recognition Your SOUL Plan empowers you to live life to the fullest!

12. HIGHER MOTIVE FOR BUSINESS & FINANCIAL PLANNING Service Beyond Self Your Stewardship Responsibility HIGHER STANDARD FOR RUNNING BUSINESSES & MANAGING FINANCES Giving Give and It Shall be Given to You HIGHER USES FOR PROFITS Interdependence You are Your Brother’s and Sister’s Keeper SOUL Plan ® INTRINSIC PURPOSE

13. Higher Motive for Business and Financial Planning A moral imperative Internal benchmark for personal and business fulfillment Missing from the world’s material- based benchmarks Creates a legacy

14. Higher Standard for Running Businesses and Managing Finances Higher Standard of Giving: The type of giving that fulfills your INTRINSIC PURPOSE and is “seen” by the words, time, knowledge, goodness, kindness, patience, perseverance, self-control, and love you give to situations and people in your sphere of influence. The objective is to ensure that your specific and unique purpose that could be in the world – that should be in the world – will be.

15. Higher Uses for Profit Based on the PRINCIPLE OF INTERDEPENDENCE – We are our brother’s and sister’s keepers When you acknowledge that you are your brother’s and sister’s keeper you can become a G Corporation

16. G Corporation ® A G Corporation isn’t a legal entity; it’s a business philosophy.

17. G Corporation Attributes G Corporations: Leave an Inheritance of Values to their Children and their Children’s Children Make Impact Investments Engage in Philanthropy Are Generous Leaders

19. SOUL Plan Q&A