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Self • Family • World

At Philanthropy Financial Planning, we focus on growing your impact. Through comprehensive planning across three pillars — personal security, family legacy, and purposeful giving — we help you achieve financial security and channel your resources where they matter most.

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Our Approach

Three Pillars of Financial Planning

True financial success goes beyond personal wealth. It's about building security, strengthening family, and creating lasting impact.

Pillar One


Personal Security


Take excellent care of yourself. We help you build a comprehensive financial foundation - retirement planning, risk management, cash-flow alignment - so you can live with confidence and freedom.

Pillar Two


Family Legacy


Provide for your loved ones across generations, from intergenerational wealth conversations to next-generation financial education, we help your family transfer values - not just assets.

Pillar Three


Purposeful Giving


Help build a better world during and beyond your lifetime. We design tax-efficient charitable strategies so your generosity creates maximum impact for the causes and communities you care about.

Fee-Only Fiduciary

Your Interests Are Our Only Interest

We are a fee-ONLY fiduciary advisory practice registered with the U.S. Securities and Exchange Commission.
We never receive commissions, rebates, or any compensation tied to the financial products our clients choose.

Unlike advisors who may receive commissions from certain financial products, we are compensated solely by the fees our clients pay.  Because we operate as a fee-only fiduciary, our recommendations are based on our duty to act in your best interest.


NAPFA Member

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Fee Only Network

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Alliance of Comprehensive Planners

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GLOBAL Financial Planning Institute

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Passport to Wealth

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Wake County Estate Planning Council, Inc.

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Financial Planning Association

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Advisors in Philanthropy

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National Association of Charitable Gift Planners

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SEC-Registered Investment Advisor

Why We're Different
Bridging the For-Profit
& Non-Profit Worlds

In addition to traditional financial planning, Philanthropy Financial Planning emphasizes helping clients align their financial resources with the impact they want to make. As a CFP® professional with deep experience in both finance and philanthropy, we bring a perspective that relatively fewer advisors in the wealth management industry prioritize — charitable, legacy, and cross-border planning.

Meanwhile, nonprofits tend to focus fundraising toward their own organizational goals, which may leave less room to explore donors' broader charitable and life goals. We bridge this gap — serving anyone from any background, no minimums, cross-border families, young couples before marriage, and everyone in between.

$124T

Wealth transferring
through 2048

3

Pillars of
Holistic Planning

0

Minimum Asset
Requirements

∞

Potential for
Lasting Impact

Our Services

Comprehensive, Purpose-Driven Planning

Every service is designed to support your complete financial picture - security, family, and giving aligned together.

Strategic Charitable Planning

Donor-advised funds, charitable trusts, QCDs, appreciated asset gifting, and tax-efficient giving structures tailored to maximize your philanthropic impact. 

Family Legacy & Values Planning

Intergenerational wealth conversations, family giving frameworks, next-generation financial education, and governance structures that transfer values across generations. 

Integrated Financial Planning

Your estate plan should reflect your values, not just your assets. We work alongside your attorney to help ensure wills, trusts, beneficiary designations, and powers of attorney all work together — and that your charitable and family legacy goals are woven into every document.

Cross-Border & Global Planning

Specialized guidance for expatriate, immigrant, and multinational families navigating different tax systems, treaties, and cultural financial values across borders. 

Who We Service

Anyone, Any Background

Financial planning that includes philanthropy isn't just for the ultra-wealthy.
We welcome clients at every stage and from every walk of life.

Young Couples & Pre-Marriage

Align financial and life goals before marriage - the best time to build a sound plan is before financial challenges arise.

Families & Growing Households

Navigate the complexities of children, education funding, protection, and building multigenerational stability.

Pre-Retirees & Retirees

Transition into retirement with confidence and explore legacy goals that give your wealth lasting purpose.

Global & Cross-Border Families

Expatriates, immigrants, and multinational families with complex tax situations and diverse cultural values around money.

Charitable Donors & Givers

Turn your generosity into lasting impact through tax-efficient structures like donor-advised funds and charitable trusts. 

Next-Generation Inheritors

Prepare heirs for stewardship - not just inheritance - with financial education and values-based planning.

Begin the Conversation

Whether you're just starting to think about charitable giving or developing a multigenerational legacy strategy, we welcome the opportunity to support your planning.  

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