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Charis Legacy Partners

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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...
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.

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First step to helping your loved ones is to learn

Paying for Senior Living

Paying for Senior Living

Added: 04.15.2022
6 minutes read
Non-Medical Home Care

Non-Medical Home Care

Added: 04.15.2022
5 minutes read
Your parent may need help with their activities of daily living, such as dressing, eating, bathing or using the bathroom. They may also need someone to cook meals, do laundry and keep their home clean, if they aren’t able to care for themselves in those ways anymore. And depending on their health status, they may need 24-hour supervision.
Types of Long Term Care

Types of Long Term Care

Added: 04.15.2022
4 minutes read
Whether your loved one needs skilled medical care or just a little help in a home-like setting, there are several options when it comes to long-term care.

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