
Integrating Philanthropy and Financial Planning
Understanding where your money meets your mission is crucial both for your financial health and for building the kind of legacy that feels lived, not just left behind. As I’ve said before, legacy is a verb — and one we practice every day.
When we align our financial picture with our philanthropic values, we’re not just crunching numbers, we’re building a life that reflects what matters most. Integrating giving into your financial strategy creates a deeper kind of wealth, one measured in dollars and impact.