financial clarity for those bettering our community

Financial planning for professionals in the non-profit industry and charitable-minded individuals.

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→ Get Organized

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→ Maximize the present

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→ Plan for tomorrow

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Are you feeling a lack of confidence?

You want to better understand your current financial situation

  • It's difficult to know how to invest your money

  • Taxes are a source of confusion and frustration

  • You are unsure your loved ones are protected

Providing organization to your finances.

  • Regular Communication and Check-ins

    We meet with clients throughout the year to ensure time sensitive goals are being track, and ultimately achieved.  In addition, there is regularly scheduled check-ins to address any issues or life events since our last meeting.  The meetings and check-ins lead clients to feel confident with their finances.

  • Icon of an envelope with the word 'TAX' on a blue circular background.

    Managing Investments and Taxes

    We make sure that your investments are tailored towards your goals and are going to work for you.  We also are a tax-focused firm, making sure any financial decision is a tax-efficient strategy for you and your family.

  • Peace of Mind

    Our firm works with insurance agents and estate attorneys to ensure your affairs are in order should life take an unexpected twist.  We cannot control the future, but we can ensure our loved ones are protected. 

Get Started

Discovery Meeting

A 1-hour meeting where you and the planner will delve deeper into your personal finances to fully understand your situation.

2

Schedule an Introductory Phone Call

Short 30-minute conversation to discuss your current situation, values, and pain points.  We then discuss if our firm has the right expertise to bring value to your situation.

1

Assessment Meeting

We will present insights and solutions to their biggest pain points.  We will also review the proposed fee, and the onboarding process of becoming a new client of Pay It Forward Financial Planning.

3

Becoming a Client and Onboarding

You are the newest client of Pay It Forward Financial Planning!  We will work with you to sign your client agreement and onboard you with our various software platforms!

4

About Us

Pay It Forward Financial Planning is focused on bringing financial peace of mind to those that dedicate their lives to bettering our communities.  As your financial planner, we will ensure that we are working with you to align your finances with what is truly important to you.

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