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Charitable Giving Guide

Are you ready to start giving to charity in a financially savvy way? You can support the causes you're passionate about while still working toward your financial goals!


Charitable Giving - The Step By Step Way

Many Step By Step Financial clients are interested in not just using their wealth for themselves. They want to ensure that their finances are being used in a way that aligns with their values and has a lasting, positive impact on the world around them. 

However, they aren't sure how to give to charity while meeting their other financial goals - saving for retirement, and lowering their tax bill. 

In this guide, I'm going to walk you through how to give to charity in a financially savvy way. Together, we can make a plan for your wealth to have a positive impact on the world and the people you love.