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My Approach
Financial planning that includes philanthropy isn't just for the ultra-wealthy. We welcome clients at every stage and from every walk of life.In addition to traditional financial planning, Philanthropy Financial Planning emphasizes helping clients align their financial resources with the impact they want to make. As a CFP® professional with deep experience in both finance and philanthropy, we bring a perspective that relatively fewer advisors in the wealth management industry prioritize — charitable, legacy, and cross-border planning. Meanwhile, nonprofits tend to focus fundraising toward their own organizational goals, which may leave less room to explore donors' broader charitable and life goals. We bridge this gap — serving anyone from any background, no minimums, cross-border families, young couples before marriage, and everyone in between.
The Clients I Serve
Philanthropists, Retirees or Seniors, Women & Female Leaders
Major Milestones I Specialize In
Cross-border Planning, Trust Planning, Legacy Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Philanthropy Financial Planning, we focus on growing your impact. Through comprehensive planning across three pillars — personal security, family legacy, and purposeful giving — we help you achieve financial security and channel your resources where they matter most.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.