Do you, your clients or donors have a desire to be purposeful with wealth and leave a legacy of giving back? Are you unsure where to start?That was my story, too. Many years ago, I felt a clear calling to devote my life to building wealth for the purpose of funneling as much of it as possible into the ministries and charities I am passionate about. Throughout business school and then studying for the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification, I would find myself daydreaming about the charitable legacy I could leave and spending my free time researching strategies to maximize the impact of that legacy. I started Charis Legacy Partners to take all that I have learned on this personal journey and share it with other legacy-minded wealth stewards. Because at the end of the day, everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning. So, whether your goal is simply to avoid becoming a burden to your kids in retirement or as ambitious as leaving hundreds of millions of dollars to the charitable causes you believe in, I'll partner with you in that journey. I'll help you craft the story you want your legacy to tell, develop a customized roadmap for getting you there, then walk with you every step of the way to execute on that plan. I provide comprehensive legacy-minded wealth planning to my clients, covering cashflow planning (including retirement planning), tax planning, estate planning, charitable planning, insurance planning, investment management, etc. I also do consulting work with nonprofits to help them build out planned giving programs.If you're interested in cementing a financial legacy of giving back, download our free eBook for a goldmine of financial planning strategies that will help you to maximize your lifetime legacy giving impact: https://bit.ly/3qKgb6o