In this episode Melissa Joy, CFP® speaks with Hamsa Daher on the topic of leaning into values and purpose in a crisis. Hamsa is the executive director of the Small Giants Community, a designated L3C organization, a hybrid between a for-profit and a nonprofit entity that prioritizes mission and social purpose.
You will learn:
- The idea that Small Giants prioritize people over profit.
- Some companies exist for a higher purpose
- Why vision and values become front and center in times of crisis
- Find out more about The Small Giants Community HERE.
- Learn about Pearl Planning and our company values HERE.
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Melissa Joy, CFP®, CDFA® is the President of Pearl Planning and a Wealth Advisor for Raymond James Financial Services. Reach out for a call today at 734.274.6744. Address: 8031 Main St. Suite 302 Dexter, MI 48130