When those closest to you are looking for help, you have the opportunity to make a difference. As a Payne Wealth Partners or Keystone Financial Consulting client, you have the power to share a complimentary preview of our planning and investing experience with your friends and family.
We’re Better Together!
YOUR Generous Act
- A one-time interaction with our investment and planning professionals to review initial opportunities identified that can further their personal goals and family values
- An investment report, including risk and current cost analysis, allocation and cost understanding, and a holistic view of their investments
- Planning software access for 90 days, including a holistic view of their goals and guidance for using the system
OUR Generous Act
We define generosity as having the “willingness to give more than is expected”. We know that what is important in life is not only your financial life, but also how you want to live your life. In honor of one of our core values, generosity, when we hit our growth and profit goals for the quarter, our Casual for a Cause partner for that particular quarter will receive an additional $1,000 donation.