After marrying into a family of doctors and founding a physician-focused financial practice, I had the opportunity to work day in and day out with dedicated, selfless caregivers. Witnessing their generosity, I was posed with a nagging question: Am I taking more than I am giving?
The journey to answer this question reframed my practice’s mission, inspired the creation of a 501(c)(3) nonprofit and convinced me that charitable giving can be a powerful driving force behind our professional goals as advisors. As your business succeeds, ask yourself who succeeds with it. By creating strong charitable initiatives within our organizations, we can transform the impact of our professional achievements.
My mission to give back developed into the nonprofit organization Give Sight Global, a charity that sponsors eyeglasses and cataract surgeries all over the world. After volunteering with the University of Utah Moran Eye Center Outreach in Tanzania and the Navajo Nation alongside a client, I learned about the tragic effects of lack of vision care, which led to more than 1 billion cases of curable blindness worldwide.
Initially, my business partner and I founded Give Sight Global as a charity to donate a portion of our business profits to provide vision care to those who live in underserved areas. As the cause generated more and more interest from our business community, we decided to expand our network of supporters and donors by developing the Give Sight wellness app.
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