To Prospective Clients, Partners & Employees

Purpose Driven Plans is an “purpose driven” consultancy.  Each client and advisor is a partner.  Teamwork is our code.  We lead by example.

Engaged consultative and client configured service models is the cornerstone of our approach.

We filter specific client input through our “best practice experience” and wide range of capabilities to enhance our engagement programs to provide the best absolute fit.

To determine if we are a fit, our Purpose Driven Insights (PDI) processes to help business leaders quickly assess their situation (compared to expected best practices) and determine which actions are most prudent and beneficial (if any).

The first step is to contact us to discuss your situation or goals

• Phone:      (704) 659-2500
• Email:       [email protected]
• Address:  13420 Reese Blvd. West Huntersville, NC 28078

Also check out our sister company, Strategy | Expediters – a full service Market Development & Customer Engagement Strategies firm – at www.strategyexpediters.com.

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