Year-end planning is about what you can still influence before December 31. Many tax strategies require action by the end of the calendar year; a few others allow a bit more time (typically the tax filing deadline – April 15). The earlier you act, the more options you have and the more your bottom line can benefit. 

As the holidays approach, it’s natural to pause and count our blessings.

But what if gratitude didn’t stop at feeling thankful—and instead became a way of living that enriches not just your life, but the lives of everyone around you?

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.