Charis Legacy Partners

1716 Briarcrest Dr Suite 300, Bryan 77802

Eldercare Financial Planner

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About

I carried this dream in my heart throughout business school and then through countless hours studying for the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certific...

About

I carried this dream in my heart throughout business school and then through countless hours studying for the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certifications. All the while, I would find myself daydreaming about the charitable legacy I could leave and spending my free time researching strategies to maximize the impact of that legacy. I started Charis Legacy Partners to take all that I have learned on this journey and share it with others who care deeply about their financial legacy. This firm is my way of connecting with and giving back to my tribe of legacy-minded wealth stewards.

Next steps to sign up for the Eldercare Financial Planner

Contact the financial planner to schedule an initial consultation or assessment and discuss your needs and expectations. You can do this through the "connect" function on this web page.
Verify the planner's experience and credentials in eldercare financial planning.
Assess their fee structure and financing options.
Request client references to gauge satisfaction.
Collaborate on a financial planning strategy tailored to your needs.

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