The Earth’s surface is always shifting, but beneath it all is the core: part solid, part fluid, and entirely essential, it's the force that holds the planet together.

We start by digging deep to explore the many layers shaping your life, not just your philanthropy interest in isolation. Your personal and family stories. Your values and beliefs. We then dig into the role of wealth in your life: how it’s built, what it sustains, and where it can repair. We sit with and move through the hard questions necessary to build something authentic. This phase often includes dialogue, guided reflection, and readings.

Distilling insights from your core exploration, we create an intersectional framework that maps out your values, history, wealth approach, and lived experience.

From your Purpose Framework, we create a wealth stewardship philosophy that connects you and your resources to pressing global needs.

We’ll also look at all current giving and create recommendations for integration.

In this stage, we design your giving strategy, including identification of funding opportunities, mapping key relationships, and development of timelines.