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Matthew Davis, CFP®
Aug 10, 20225 min read
If You Don't Fly First Class, Your Heirs Will
Co-founders Matt Davis and Hannah Boundy share why a legacy well lived is just as important as a legacy well left and how to build one.Â
102 views
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Hannah Boundy, CFA®, CFP®
Aug 10, 20225 min read
Making an Impact with Your Donor-Advised-Fund
A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.
55 views
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