Plan Wise Gives Back
Using our platform to serve others—because true wealth goes beyond dollars.
At Plan Wise Wealth Group, 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
Feed Your Neighbor (Coming Soon)
ONGOING SUPPORT
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.
We’re launching a new initiative to shop for and deliver food to local families in need—because no one should go hungry in our hometown.
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
