Financial and Legacy Planning
Your legacy is the way you lead your life, not just what you leave behind.
I can help you with
Get practical, easily understandable information that focuses on incorporating your values into the planning process. Live your best life and build your wealth.
Make mindful and caring decisions about your inheritance using my unique 5-step process. Be more philanthropic while reducing tax – give more and pay less.
Avoid financial disagreements after your death. Get expert guidance to sort through your options and have time to make sound decisions.
Who do you want to benefit from your estate when the time comes? Planned giving can provide significant tax reductions and provide legacies for the causes you care about.
Here’s How To Work With Me
We discuss your unique situation and goals
We create a clear plan for your financial journey
You feel confident, secure, and sleep well at night!
Financial and Legacy Planning Resources
If you’re considering your legacy, keep these three ideas in mind to help you bust past barriers and create the impact you desire.
There are all kinds of different ways to say it, but if you sum up a collection of quotes about your life and your legacy, they often come down to...
It's no wonder so many people put off thinking about it altogether: they only associate their legacy, their gift planning, and their will with after...
More is possible with your money, assets and wealth than you thought.
Make confident, meaningful decisions with your money, and maybe even change the world doing it.