We believe that using our time, talent and treasure in the wider community enriches our lives, impacts the way we approach our work and provides us the chance to give back.
By getting out of the office, and even out of our comfort zone, we challenge ourselves to try new things and engage with a broader slice of the community. It allows us to really step back and put things in perspective.
In turn, we’re better able to meet our clients wherever they may be on their path to financial stability and empowerment, and to work with them to achieve their goals.
Over the years we’ve engaged in a wide-ranging variety of hands-on community service opportunities, but we keep coming back to the very hands-on work of volunteering at St. Anthony’s, serving meals and talking with those who come to eat. We also spend time sorting groceries and making peanut butter sandwiches at Project Open Hand and repotting seedlings at the Native Plant Nursery in the Presidio.
We provide pro bono financial planning services to several Bay Area organizations, including Shalom Bayit, San Francisco Safe House, and La Casa de Las Madres. We also participate in San Francisco Financial Planning Days, giving those without access to a CFP® the opportunity to have their questions addressed.
We often make contributions to nonprofit organizations on behalf of our clients to celebrate milestones in their lives, in addition to making an annual year-end holiday donation in honor of all our clients. The organization we choose reflects our vision and values, and our commitment to the issues we care about.
