One of the most common goals I hear in client and prospect conversations is financial independence. But what does that really mean, how do you know when you’ve arrived, and what practical steps can you take today to move closer to it? 

A giving plan is simply a roadmap for your generosity. It outlines where, when, and how you want to give in alignment with your values, financial goals, and impact vision. Just like you wouldn’t build a retirement plan without thoughtful foresight and strategy, you don’t want to leave your generosity up to chance.

Authentic financial freedom is about the ability to live intentionally, to care for those you love, and to make a meaningful impact—without the constant weight of financial stress holding you back. A part of that story is reaching a point where you are able to separate your work from having to achieve a certain level of pay

Just like a car needs a tune-up to keep running smoothly, your financial life benefits from performing semiannual reviews. June is the perfect time to pause, reflect, and make any adjustments needed to keep your financial goals on track for the rest of the year. If you’ve gotten off track for one reason or another, it’s a great chance to hit a reset button and finish the year strong.