Wealth Coaching helps philanthropists move through the complex process of creating a giving plan, working with advisors and nonprofits to make a positive impact on the world, aligned with personal beliefs and values.
Together, we can work through the process:
- Define your values and goals
- Develop and work through a plan of action
- Be pro-active with advisors to get what you want and what works best
- Celebrate your progress of planning and revise your plan in light of conversations with family, nonprofits, and other beneficiaries
Five years combined experience of working with both a charitable financial planner, charitable planner, and make a difference guru -- Drake Zimmerman and world renowned philanthropic advisor, donor diva, and philanthropic change agent --Tracy Gary. The latest edition (#3) of Inspired Philanthropy is due out in October/November. As part of our consulting work, Jean assisted with the book and the website for Inspired Legacies. With Tracy, Phil, and a bevy of well regarded advisors and leaders in legacy planning, we have a clear list of elements of the wealth planning and giving process (legacy process). Wealth coaching helps philanthropists move through the whole process with integrity and intention.
wealth coaching