Financial Planning and Giving Strategy

Many people are not truly comfortable allocating resources for impact without knowing first that their personal financial goals are being met. This is why we start with the fundamentals of financial planning through

Gathering information
Creating observations
Providing recommendations
Implementing strategies
And providing ongoing review

Our experience in implementing our disciplined approach is fully coordinated with our clients’ other advisors to ensure no financial planning gaps exist and no opportunities are overlooked.

Once our clients are confident in their financial planning, we can begin to implement strategies that help towards meeting their charitable goals by beginning with a simple question: “what outcomes are you looking for?”

When clients engage us for charitable planning, we provide the technical capability and experience to help meet each need. As we implement strategies and perform ongoing review, we evaluate the outcomes of your philanthropic investment with each organization.

Are your goals "on track"? Click here to find out.

Three Corners Capital can provide additional value in the following areas:

Multi-generational wealth planning
Strategies when receiving an inheritance
Strategies when planning the sale of a business
Strategies with regards to gifts of real estate, business interests, agricultural commodities

Three Corners Capital can help you:

Identify your goals
Define your options
Develop & Implement your strategic financial plan
Oversee the successful implementation and ongoing analysis