What if your next level isn’t about doing more, but becoming more…

We help growth minded people delete hidden success-interruptor habits that drain their energy, time, and profitability through our wealth-acceleration course in enlightened entrepreneurship.

Meet your AI Pocket Mentor
Contact us now
  • graphic yellow sphere-like circle

    For Financial Professionals

    Clients don’t want to be sold—they want to be seen. Learn how to lead with connection, earn deeper trust, and create greater value in a way that turns potential into production.

    Learn More
  • graphic yellow sphere-like circle

    For Entrepreneurs

    While a balance sheet is important, your business means more. It is a part of you. We help entrepreneurs align vision with values—so you can grow a company that reflects who you are and creates the kind of impact that enhances meaning and money.

    Learn More
  • graphic yellow sphere-like circle

    For Leaders

    You’ve built a career that checks all the boxes—but something’s still missing. We help growth-minded professionals reconnect with their values, expand their vision, and redefine success on their own terms.

    Learn More 
- About Us

You’ve built a successful life. But underneath the wins, the wealth, and the recognition… something’s still missing.

At Soul Purpose Institute, we help high-performing individuals stop chasing hollow success and start creating real meaning—by aligning with values that matter, making peace with inner dissonance, and choosing a new way of being.

Three people standing outdoors on a rooftop with a city skyline in the background, smiling at the camera.
Learn More

Trusted by:

Q&A text with a blue and green curved design background.
Logo for Down East Decoy
A blue square logo with black text that says 'New York Life'.
Logo for Draggoo Financial Group
Logo for First Landmark Group with blue background and stylized red and white emblem
H&H Financial Group logo with an ampersand and text
Logo of The Pelora Group with text and a stars graphic.
Graphic logo with a cloud and power symbol, and the words 'Cloud Power' in stylized text.
A sign with the word "YORK" in blue and red letters on a dark background.
Logo of WITT with the tagline 'The Smart Way to Be Better'
Person sitting on stone steps outdoors, holding a smartphone in their hands, with a metal railing nearby and greenery in the background. 
Your Inner Alignment Mentor—Powered by Soul Purpose + AI

Soul Purpose AI Pocket Mentor

Built on over 30 years of transformational content, coaching frameworks, and real-world leadership experience, the Soul Purpose AI Pocket Mentor is the first AI-powered personal development tool designed to help you align your thinking, habits, and actions with your deeper calling.

This intelligent, always-on guide delivers 24/7 hyper-personalized coaching in 32+ languages—bringing the wisdom once reserved for elite clients to every motivated individual, team, or firm ready to grow.

The AI Pocket Mentor helps you think strategically, act intentionally, and grow exponentially—on your schedule, in your budget, in your language, and aligned with what matters most to you.

Tell me more!

  • I am on track to triple my production compared to last year as a direct result of implementing strategies that we have discussed.

    "Jenna’s coaching has helped me elevate both my business and personal life. Since working with her, I’m on track to triple my production in 2024. She’s helped me navigate everything from social media strategy to complex relationships—while holding me accountable along the way."

    ★ ★ ★ ★ ★ - Peter J. Holmes – Managing Director

  • Still my go-to coach after 20 years of leadership growth.

    "After 20 years of working together, I still turn to Steve’s coaching to gain clarity and growth. His guidance has helped me identify blind spots, lead with purpose, and build better versions of myself and my team. I can’t overstate the value of having a mentor like Steve in my corner."

    ★ ★ ★ ★ ★ - Frank J. Congiolose, CFP®, CLU, ChFC – CEO/Managing Partner

  • If you are thinking about using Jenna as your coach stop thinking and just do it… your success will follow.

    "I met Jenna in 2020 and immediately felt a connection. My goal was semi-retirement, and Jenna helped me create a clear, step-by-step plan to get there. Our regular check-ins kept me accountable, and she served as both a coach and a friend. Thanks to her support, I successfully transitioned into a 10-hour workweek by 2023. If you’re considering working with Jenna, don’t hesitate—you won’t be disappointed."

    ★ ★ ★ ★ ★ - Samuel C. Soprano – Managing Director

  • Shifted me from stress to abundance—and everything changed.

    "Since working with Steve, I’ve had my best professional year ever and significantly improved my family life. He helped me shift from stress to an abundance mindset—and that’s changed everything. I’m more focused, more fulfilled, and more in control of my outcomes."

    ★ ★ ★ ★ ★ - James B. Brown III – Wealth Management Advisor

- Our Results

After experiencing our 1:1 coaching, our clients report:

  • Person holding multiple hundred-dollar bills in their hand, sitting with crossed legs in jeans.

    ↑ 128%

    97% of our clients increased their profitability, on average by 128%"

  • Two colleagues giving each other a high-five in an office with a brick wall background, a laptop, notebooks, and office supplies on the desk.

    ↑ 80%

    Increase in prosperity mindset

  • A man in a blue suit holding a microphone, smiling, against a plain white background.

    ↑ 56.5%

    Increase in their Love for Life

  • A woman with short red hair and a light blue shirt smiling while leaning on a wooden counter near a window with green potted plants inside a modern building.

    ↑ 60.6%

    Increase in feeling connected to their purpose & impact

  • A woman sitting on a rock overlooking a mountainous landscape at sunset.

    ↑ 85.6%

    Feeling of Inner Peace

Get Involved

Upcoming Events

Featured
Intentional Influence
Jan 13
In-Person
Intentional Influence
In-Person

In today’s rapidly evolving business landscape, influence is no longer optional—it’s a strategic advantage. Intentional Influence is a high-impact workshop for professionals, entrepreneurs, and leaders who are ready to elevate their performance, expand their reach, and lead with clarity and purpose

In-Person

We coach driven leaders to become as fulfilled as they are successful.


By aligning your business with your values, we help you design a life that feels as good as it looks.

Let's Talk.