Matching Grant Program

Matching Grant Program 2021

Each year, we donate 10% of our pre-tax profit to Charity. Besides donating to non-profits of my choosing, I will match client donations up to $200 to a charity you support. It could be an Arts organization, university, museum, church, social welfare organization, animal shelter, or any other 501(c)3 organization!

To participate in our Matching Grant Program, clients can email me the name of their charity and the amount they donated in 2021. We are accepting requests now through October 31 and will pay out all donations by December 31.

I really look forward to this every year and am so proud to see all the ways my clients do good for their communities. I have the utmost respect for those who tithe and who give generously. This is also a small way for me to say a heartfelt thank you for allowing me the honor of being your financial advisor. I love what I do and it’s only possible because of the trust which you have placed in me.

To me, The Good Life means having an abundance mentality, showing gratitude for our blessings, and giving back to make the world a better place. I am happy to support the causes that are dear to you. Thank you!