Through both personal experience and years of advising clients on matters of legacy planning, wealth management, and philanthropic strategies, Ed Gillentine came to an important realization: While many people want to maximize the positive impact they have on the people and world around them, they often struggle to identify and take the practical steps necessary to make this desire a reality.

Using his own life as a proving ground, and then later with clients, Ed found that six simple yet profound steps helped him systematically align his values, expertise, and finances in a way that maximized his unique impact on what really mattered. During this journey, Ed realized that these same six steps can help anyone create a unique, purpose-driven impact strategy that is effective, sustainable, catalytic, and multi-generational