Who We Are

We are a consulting firm, specializing in providing Financial and Philanthropic Planning.

We are a value-oriented team, comprised of all types of professionals with different areas of expertise, including but not limited to Registered Financial Consultants, Certified Fund-Raising Managers, and Business and Marketing Consultants. We all work together with the common mission of creating a greater good in every community in which we serve.

Though diverse in experiences, we are devoted to one call to break cycles of poverty. Innovative in our approach, we create financial and philanthropic road maps for individuals and organizations. We partner with our associate family members, empowering them and journeying with them to attain their goals to financial sustainability. We take one step at a time ultimately contributing to social development.

What We Believe

Our financial consultancy and philanthropic empowerment programs are information download intended for every organization. We strongly believe that if you have willingness to learn and adapt, with the proper tools and implementation of the entire development system, ultimate sustainability in all areas of one’s growth and development is attainable.

Slogan

“MAKING VISIONS COME ALIVE”

Vision

To be the leading global partner towards a sustainable ecosystem among donors and donees supporting Missions through financial planning and philanthropy.

Mission

We commit ourselves to journey with our clients and partners in creating effective financial plans and sustainable philanthropic roadmaps leading to social impact and the promotion of the common good.

Core Values

We are guided by the core value of stewardship, educating our PDOs on personal and institutional financial management and sustainability.

We are committed to making a difference- setting our mark in breaking cycles of poverty. We do this by generating roadmaps where the visions of our PDO’s come alive, walking beside them as their partner in shaping their communities and enriching their and their constituents’ lives. We believe that, “two-gether,” we can!

We will realize our Vision and Mission by actively living out the following
Core Values;

1. Professionalism

We respond maturely, respectably and ethically at all times. We value the privacy of our clients, partners and colleagues.

2. Excellence

We demonstrate competence, reliability and promptness in delivering quality services.

3. Sense of Mission

Motivated by our deep love for God and humanity, we commit to be compassionate & respectful of human dignity.

4. Integrity

We strive to be trustworthy; hence, we practice transparency, accountability & credibility.

5. Innovative

We continue to be creative and flexible in response to the needs of time.

6. Proactive

We take the initiative to anticipate challenges, seek opportunities in difficulties, & find solutions with positivity.

7. Teamwork

We seek to understand each other’s gifts as we consistently demonstrate an unselfish commitment to harmoniously work with others to reach greater heights of success.