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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. |  800-522-8727