“Live and Give”
Money management support doesn’t have to be complicated or expensive.
Live and Give Financial exists to help young families cast vision for the next chapter, empowered to take action toward their goals, and enjoy accountability along the way.
The whole world is vying for your wallet, and social media influencers are telling you where to spend & how to save. The problem is, their advice doesn’t take into account your unique family values & circumstances.
You want to ensure you’re taking the right steps to take care of your family, and understand the long-term implications of the saving, spending, and giving decisions you make today. You would rather spend time with your family and in your community than reading endless blogs and learning about how you should be managing your finances, keeping up with tax code changes, and knowing you’re not missing big opportunities.
At Live and Give, we partner with you to accelerate your family’s impact. We remain singularly focused on our fiduciary duty to put your interests ahead of our own, always.
By focusing on the highest-impact areas of financial planning and leveraging the power of technology, we are able to provide personalized services in places and ways the traditional financial services industry turns away from.
