Philanthropic Coaching
Base package includes:
- Initial Vision and Community Impact Assessment
- Initial Legacy Financial Plan
- Quarterly zoom or skype meeting with advisor
- Annual review and update of Initial Legacy Financial Plan and in person meeting with coach
- Reduced rate for additional services
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
contact@adaptadvisors.com | 800-522-8727