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Journey to Impact: A Practical Guide to Purpose-Driven Investing

Journey to Impact: A Practical Guide to Purpose-Driven Investing - Ed Gillentine

Journey to Impact: A Practical Guide to Purpose-Driven Investing


DISCOVER SIX STEPS THAT WILL CHANGE THE WORLD FOR GOOD 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: Step 1: Embrace the Meaning of Impact Step 2: Create a Personal Impact Framework Step 3: Establish Success Markers Step 4: Establish Warning Markers Step 5: Pursue a Relentless Cycle of Progress/Adaptation Step 6: Master the Essential Tools of Purpose-Driven Impact YOUR JOURNEY TO PURPOSE-DRIVEN IMPACT STARTS HERE ABOUT THE AUTHOR: Ed Gillentine is the founder and principal of Gillentine Group and the author of Journey to Impact: A Practical Guide to Purpose-Driven Investing. Since 2003, Ed has specialized in helping individuals and families integrate investment research, financial planning, and wealth management with their life's purpose. Ed and his colleagues at the Gillentine Group are passionate about engaging the hearts of people who want to use their wealth to create meaningful, purpose-driven impact. As a part of his personal journey to impact, Ed is actively involved in strategic impact initiatives in Africa, Europe, and the United States. Many of the principles in Journey to Impact grew out of his personal experiences and those of his friends, colleagues, and clients. Ed received his undergraduate degree in business from Crichton College and his MBA from Union University. He is a CERTIFIED FINANCIAL PLANNERTM, a Chartered Advisor of Philanthropy(R), and a Chartered Financial Consultant. Ed and his wife, Liz, have been blessed with three wonderful children. Ed loves spending time with his family, working out, playing golf, and traveling. He also enjoys studying the Bible and reading World War II-era history. ABOUT THE PUBLISHER: Since 2008, Innovo Publishing LLC has be
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DISCOVER SIX STEPS THAT WILL CHANGE THE WORLD FOR GOOD 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: Step 1: Embrace the Meaning of Impact Step 2: Create a Personal Impact Framework Step 3: Establish Success Markers Step 4: Establish Warning Markers Step 5: Pursue a Relentless Cycle of Progress/Adaptation Step 6: Master the Essential Tools of Purpose-Driven Impact YOUR JOURNEY TO PURPOSE-DRIVEN IMPACT STARTS HERE ABOUT THE AUTHOR: Ed Gillentine is the founder and principal of Gillentine Group and the author of Journey to Impact: A Practical Guide to Purpose-Driven Investing. Since 2003, Ed has specialized in helping individuals and families integrate investment research, financial planning, and wealth management with their life's purpose. Ed and his colleagues at the Gillentine Group are passionate about engaging the hearts of people who want to use their wealth to create meaningful, purpose-driven impact. As a part of his personal journey to impact, Ed is actively involved in strategic impact initiatives in Africa, Europe, and the United States. Many of the principles in Journey to Impact grew out of his personal experiences and those of his friends, colleagues, and clients. Ed received his undergraduate degree in business from Crichton College and his MBA from Union University. He is a CERTIFIED FINANCIAL PLANNERTM, a Chartered Advisor of Philanthropy(R), and a Chartered Financial Consultant. Ed and his wife, Liz, have been blessed with three wonderful children. Ed loves spending time with his family, working out, playing golf, and traveling. He also enjoys studying the Bible and reading World War II-era history. ABOUT THE PUBLISHER: Since 2008, Innovo Publishing LLC has be
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