Her Giving Changes Lives

Debra Bianchi

Business Owner and Philanthropist

For Debra, making money isn’t as important as making a difference. She volunteers at the local food pantry, and wants her legacy to provide hope for the homeless. As a highly sought-after public relations consultant, she juggles a successful business, marriage to a busy physician, the demands of two young and very active children, and a passion for giving to those in need.

Debra was always savvy about money issues, and the family was doing very well financially. She simply wanted to find a way to spend more time focused on her family and other responsibilities and less time managing the family’s finances. Debra and her husband met with us to discuss several challenges:

1. Growing the couple's wealth to meet family, legacy, and charitable goals
2. Simplification of her family finances
3. Creating an active process for charitable giving

We discussed various estate planning strategies to help the couple balance their dual goals of structuring a legacy for their heirs and leaving a generous gift to support the work of the community food pantry so close to Debra’s heart. Through our conversation we quickly discovered that Debra and her husband didn’t want to wait until after they passed to experience the impact of their legacy on their community. Using WealthVision™ we were able to illustrate their current financial situation, illustrating several gifting techniques to benefit their children and grandchildren, and the charities they support. The illustrations demonstrated the potential outcomes of different techniques and strategies so they could make confident financial decisions.

Debra and her husband were able to envision the joy they could create by funding their charitable goals during their lifetime, while helping their children when they needed money the most by establishing education legacy gifts for their grandchildren.

Working as Debra’s Personal CFO™, we coordinated with their estate planning attorney to help ensure these strategies were seamlessly woven into their estate plan to help them protect their assets, avoid probate, and mitigate taxes while enjoying helping others today.

Moving forward, we lifted several other financial management tasks off Debra’sher shoulders, so she could spend less time monitoring and adjusting their investment, tax, insurance, and legacy planning needs. She appreciates the additional time she now has to pursue her business, family, and volunteer interests.

Contact us to find out how our Personal CFO™ services not only seek to simplify the complex but provide you with more time to enjoy a life well lived.