Charitable Impact

INSPIRATIONS:

No one has ever become poor by giving.  -Anne Frank

Love your neighbor as yourself.  -The Bible

You can give without loving, but you cannot love without giving.  -Amy Carmichael

Thank you for finding this page.  More importantly, THANK YOU for your help, joining others along with us, to do more good in the world!

Our goal is to shine a light on the goodness of people.  That means YOUR impact, and the difference it's making:

Client Centered

Client Centered

We want clients to have financial clarity, which supports and empowers what's most meaningful in their lives. By doing so, we hope it emboldens those who are charitably inclined to have the confidence to continue giving, and when appropriate, to give even more. For those who are not charitably inclined, we hope that our planning process allows them to consider supporting non-profit efforts that are meaningful to them. Everybody has different interests, and "doing good" comes in many shapes and sizes.  We also hope to uplift and unify ourselves, by simply and respectfully focusing on the good we might do. Thank you for being part of that!

Non-Profit Organizations being supported:

* This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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