The Purposeful Planning Resource Center contains white papers, tools, exercises and practice pointers developed by John A. Warnick, Deans, Fellows, Laureates and members of the Purposeful Planning Institute.  They are intended for use by PPI Members with their own families or clients.  We have recently upgraded the Resource Center and added a new easy to use index that allows members to quickly search for content by category, keyword, or author. Our content is still centered in in six main categories:

  • Purposeful Financial Planning
  • Purposeful Legacies
  • Purposeful Trusts and Gifts
  • Purposeful Philanthropy
  • Purposeful Transitions of Wealth & Enterprise
  • Purposeful Practice Pointers and Skills Building

Many of the resources created by John A. Warnick and Purposeful Planning Institute are licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.  Which means you are free to Share (copy and redistribute the material in any medium or format) and Adapt (remix, transform, and build upon the material) for your personal use and use with your clients.

Under the following terms:  Attribution — You must give appropriate credit, provide a link to the license, and indicate if changes were made. You may do so in any reasonable manner, but not in any way that suggests the licensor endorses you or your use.  ShareAlike — If you remix, transform, or build upon the material, you must distribute your contributions under the same license as the original. 

To learn more about the Creative Commons Attribution-ShareAlike 4.0 International (CC BY-SA 4.0) click HERE.