Plan with Purpose

Experience the Joy of Giving

I truly believe one of the reasons we strive for wealth is so we can have the time, energy and money to make a difference in the world.  In that, there is a joy of giving that every person has the power to tap into. So, as an integral part of our practice, we want to give others the opportunity to make an impact while taking control of their finances.

This is why when you come in for an introductory consultation to discuss their situation and financial concerns, I will donate $25 of my own money on your behalf. This is to express my gratitude for your time and attention and is one way to spread the Goodness! From there, we can see if I could be of service to you.


Our goal for 2020 is to raise $1000