There is more to wealth than just building it.
Sharing it.
INSPIRE & LEAD BY EXAMPLE
HONESTY & INTEGRITY
DO GREAT WORK & HAVE FUN
MAKE POSITIVE IMPACT
MY DESIRED PHILANTHROPIC IMPACT:
- Make progress on the racial wealth gap and promote wealth equality in America.
- Be more intentional about the organizations I work with and time spent doing the work in helping normalize black and brown wealth.
- We will allocate 50% of our giving to organizations that have a history of success promoting wealth equality, especially organizations that are run by people of color to benefit people of color.
- We will allocate another 50% to various organizations that are focused on the well-being of Black and Brown communities.
- Less than 3.5% of CERTIFIED FINANCIAL PLANNERS™ are Black and Latinx. As part of the CFP board's mentoring program, I will continue to mentor specifically Black and Latinx aspiring financial planners to help increase this number.
Annually, we will donate at least:
- 1% of our gross revenue
- Commit minimum 10 days to volunteer to local non-profits
- 4 pro-bono financial literacy workshops in partnership with local non-profits
- Provide 1:1 pro-bono financial planning to at least four underprivileged families
My goal is to increase volunteer and financial donations annually as the company scales.
TO HELP ME MAKE CHANGE I WOULD LOVE YOUR INPUT...
Description
Help us make progress on the racial wealth gap and drive awareness to promote wealth equality in America by purchasing this shirt. All proceeds go directly to various non-profits doing the work to help normalize black & brown wealth.
Additional information
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