Professionally I have many goals... but the one that is on top of my list for this year has to do with Charitable Giving. I have worked long and hard for many years in the Non-Profit world.... and I am finally setting up my first Planned Giving Program for a local Non-Profit where I once served on the Board... My goal is to have accomplished this effort for three different Non-Profits in the San Diego area. I love working with charitably minded people... a LOT... and I love doing work for these types of organizations. To be known as one of the top financial planners for small Non-Profits is a goal of mine... and one that is within reach!
