Elevating The Impact of Charitable Organizations By Magnifying Donor Gifts Through:
Speaking engagements with charitable organizations to inject excitement into their philanthropic process and fundraising endeavours.
Partnering with charitable organizations to attract new donors, while building on existing relationships.
Inspiring donors to connect with their purpose, and ignite their passion for leaving a legacy via our unique and creative Visual Philanthropy Toolkit.
Take The Money Personality Assessment!
Brought to You by Betty-Anne Howard
What’s it for?
This assessment will identify your two ‘money personalities’ giving insight into how you feel about money and investing. These are important components for developing a financial plan that resonates with and supports who you are.
Who created it?
This Assessment is rooted in scientific research. Scott & Bethany Palmer, The Money Couple, partnered with Stanford statistical scientist, Dr. Kirk Cameron, to develop it. But, don’t let the intricate science intimidate you – it is simple to take, easy to understand, and even fun!
What can I do with the results?
If you want, you can discuss your results with Betty-Anne. You can also contact Betty-Anne in advance of taking the assessment if you want to learn more about the test and how the results can be used. Either way, there is no obligation and your privacy is guaranteed. Are you curious yet?
You might also like our
For Love and Money™ Program
Our Primary Goal is to help you and your partner navigate your way through the relationship challenges that can keep you from living your dreams and making your dreams a reality.
Click Here for more information…
Meet Betty-Anne Howard - She wants to Make Your Dreams A Reality
I know it can sound unrealistic, or even downright naïve, to say “I’m going to make your dreams a reality”. But here’s the thing – it isn’t!
Before becoming a financial planner, I worked for almost two decades in social work, teaching, and counseling. One of the most important parts of that work is asking questions, and learning as much as you can about a person’s unique needs, strengths, challenges, and dreams for the future. I’ve always felt driven to bring that same holistic and respectful approach to the financial services sector.
I believe too much of financial planning has to do purely with money, while ignoring what I call “the meaning behind the money”. After all, the point of financial planning isn’t to make money, it’s to make lives. It’s to help people do what they want to do.
Once we discover what really matters to you, we work together to create strategies, and utilise tools that can absolutely make your dreams a reality. Whether you want to improve your financial literacy, plan for the future while enjoying the present, or be more philanthropic while paying less tax, I can get you there.
Financial planning shouldn’t be a chore, or an order, it should be an invitation. So, what would you like to do?
Here is what I’m Passionate About
Click on any of these topics for more information
From The Blog
Here are the most recent posts from my blog.
What kind of conversations are you having with your financial advisor about your core beliefs, your values, the reasons you like to give and give back? Does your advisor know which of the causes you support are the most important to you? Have you talked about the ways that strategic charitable giving can help you to make the most impact, both now and in the future? Or do most of your conversations revolve around how to reduce taxes?read more
Talking about money matters can be uncomfortable, even for the closest of families. Conversations around where your inheritance will go can be especially tricky. All too often Canadians are dying with a lot left unsaid when it comes to their money; their current will...read more
I wanted to share this story with you for several reasons. First of all, I am overjoyed that I still qualify from a health point of view for $1 million in life insurance. I don’t have any serious health issues, but I’m not getting any younger and with age comes the increased likelihood of health challenges, which is one of the reasons I wanted to get this life insurance policy implemented inside my corporation.read more
~ Beatrice Olivastri, CEO, Friends of the Earth Canada and Chairperson, Ottawa Chapter, Canadian Association of Gift Planners