Financial Planning With a Purpose

You Can't Take It With You

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor in 2003 and acquired his Certified Financial Planning credentials in 2009. Under his leadership, Advent Partners has become a trusted partner for many, navigating the complexities of financial planning from funding college to debt management, investments, and family protection.

In this episode…

How does financial security enable more meaningful acts of benevolence, and what role does purposeful planning play in financial strategies?

According to Jim Dunlop, a seasoned wealth advisor with over 20 years of experience, achieving financial security is more than just building wealth; it's about planning with a purpose. He highlights that financial abundance is not just for securing one's future but also for empowering generosity and community engagement to make a positive impact on the world.

In this episode of You Can't Take it With You, Jim Dunlop is interviewed by Chad Franzen of Rise25 about the deeper significance of financial planning. They discuss integrating personal values into wealth management, practical philanthropy methods, and stories of clients who've made significant contributions through strategic financial planning.