Result: You're a hands-on person, motivated by making a lasting impact.
Result: You're a hands-on person, motivated by making a lasting impact.
You learn by experience, so dive in. Try different ways of getting involved and interactive with your money to find your flow. Leaving a lasting legacy and changing the world for the better is important to you. Focus on the causes important to you and how you want to help, then make a plan.
Money Moves to make:
Money Moves to make:
Financial Dreams Kickstart Guide
Financial Dreams Kickstart Guide
Dreaming about what you want your money to do can be fun. Use this Financial Dreams Kickstart Guide to get going.
- What do you want to accomplish in your life?
- What are your main concerns?
- What do you want your legacy to be?
- Who are the people that matter most to you?
- How do you plan to achieve your life’s vision?
Put your money where your heart is
When you invest your money in the right places, it works hard for the people and causes you care about. Read this report on investing for a better future, and talk to a Financial Advisor about investments that reflect your values.
Giving While Living Kickstart Guide
You don’t have to wait until after you’re gone to establish a legacy. There are many powerful money moves to create a legacy while you’re here to enjoy it. Check out this kickstart guide for inspiration on how to give to the people and causes you love:
- Fund someone’s education
- Give the down-payment on a loved one’s home
- Create a donor-advised fund, which gives to multiple charities in an organized way
- Give a meaningful donation to your alma mater