Giving and Sharing Planning

Peggy F. Frye CFP®, MS, Registered Life Planner®, Certified Financial Transitionist®, Kolbe Certified™ Consultant

When life events occur, many aspects of your clients’ well-being may begin to shift. Just one major change can have a ripple effect into several key areas life.  As you begin to manage change and the resulting transitions, many clients feel the need to make a gifts or share resources. We have found from experience that you’ll be best served if you and your clients take time to craft a very personal plan to ensure gifting decisions have the desired impact and reach the right people or causes.