The Philanthropic Advice Gap

The Philanthropic Advice Gap

Professional financial, tax and legal advisors typically do a strong job helping clients structure their philanthropy through the right vehicle and providing sound financial and budgeting advice.  Where they often fall short is in helping clients discover core values,...
Did You Fail At Something? Good—Do Something Else

Did You Fail At Something? Good—Do Something Else

I ran across this article, “Did You Fail At Something?  Good – Do Something Else,” by Darius Foroux, and it got me thinking about how dynamic financial planning can help clients move past disappointments and frustrations.  Financial planning isn’t always the most...
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