Plan Wise Gives Back
Using our platform to serve others—because true wealth goes beyond dollars.
Giving back isn’t just something we do—it’s who we are.
My wife Hannah and I started this firm with one goal in mind: to help families steward their finances with wisdom and purpose. But we also felt called to serve our community in tangible ways.
Through events, donations, and hands-on involvement, we’re honored to support the people of Indiana in ways that truly matter.
PAST AND UPCOMING INITIATIVES
Local Community Event Sponsorships/Volunteering
We recently supported an event that raised $18,000 - funds went directly toward free medical, dental, women’s health, diabetes education, and mental health care for the uninsured and underserved across Central Indiana.
Feed Your Neighbor (Ongoing)
We’ve launched a new initiative to shop for and deliver food to local families in need.
As often as possible, we fill up boxes with food and fill up these kiosks around town. It's an easy thing that everyone can do--no one should go hungry in our hometown.
ONGOING SUPPORT
We set aside a portion of revenue to fund real acts of service throughout the year—from medical bill help to school supply drives.
Know Someone Who Needs Help? Want to Partner With Us?
We’d love to hear your ideas or support a cause close to your heart. Reach out and let’s make a difference together.
MOMENTS THAT MATTER
