Honoree - Planned Approach


2020 Spirit of Philanthropy Award - Business

The Planned Approach has five employees, yet the firm consistently gives its time and resources as if it were a much larger company. Philanthropy has been a pillar of The Planned Approach, a wealth management company, since it began 18 years ago. For almost a decade, firm founders Stephanie Guerin and Kelly Hokanson, along with their staff, have made a huge impact by giving to Operation Breakthrough. The staff at Planned Approach has set the bar high with their culture of giving and culture of hands-on volunteering. These wealth planning specialists weave philanthropic giving into their client conversations thus making an even greater impact on our community. Charitable planning is just as important as risk management, cash flow and tax benefits.