The Value of Professional Advice

Hire a Coach or Go it Alone? Note: There are many ways to describe someone running your life’s hard-earned savings. Whatever you call it [financial advisor, wealth planner, money manager, broker], we believe that person should be a financial coach focused on...

ESG Basics for Nonprofit Board Members

Your nonprofit stands for certain core values and does not put a flag up in others. It’s one of the critical reasons why so many donors contribute to your mission. It is strongly recommended that your board of directors come to a decision on critical questions...