Excel Financial Advisors exists to help our clients build better futures. But there are only so many people you can meet and so many lives you can positively influence on a one-to-one basis. We want to do more. We want to help make the world a better place for those who will follow us.
Each time we make a giving impact through B1G1 it creates at least two smiles – the smile from the people who benefit from the assistance, and the smile of joy it brings to us to know the small giving we do helps make the world a better place.
Each year when we set our budgets, we create both financial and giving budgets for the business and monitor these monthly. We find when the activity based giving targets are being achieved, the financial side just looks after itself.