“Shari Fox presented a workshop for our clients on developing a philanthropic mission statement, and not only was her expertise evident, her enthusiasm and genuine interest in helping individuals find their philanthropic purpose were contagious. Many of our clients have since commented on how much her presentation influenced their approach to planning for future charitable gifts. We look forward to engaging with Shari further to help our clients best use their wealth to make the world a better place.”
Jacob D. Kuebler, CFP®, EA