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4. Move From Success to Significance
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Align financial and legal plans with personal values
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Make charitable gifts instead of paying taxes
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Involve family members in benefiting the community
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Distill passions into a purpose statement that is realized through the integration of any of more than 200 planning tools
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Books like Half Time by Bob Buford inspire people to move from success to significance. We distinguish ourselves by offering a process for distilling passions into a purpose statement that is realized through the integration of planning tools.
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