Partnering for Life-Centered Planning – Bev Cox, Certified Financial Planner
Over the past 38 years, Greater Tacoma Community Foundation has seen Pierce County grow and change, but what has remained constant is the passion people bring to building a thriving community. Sharing community knowledge and stories about our lived experiences builds everyone’s ability to make a positive impact.
In our latest annual book of Pierce County Partners, we share stories and insights from individuals and organizations who are making a difference in Pierce County. In their own words, they speak about the dreams and lessons that fuel their work in the community.
“The financial advising industry has evolved a lot during my career, as have my own methods, into more of a life-centered planning approach. Life-centered planning is about so much more than just the money. It’s about living the life you want to live with the money you have and investing in the things you care about.”
“The relational and learning opportunities that GTCF has provided have helped me connect my work and my heart more fully…”
Bev is interested in discovering the story that got her clients where they are. The story they want to live right now and the story they want to leave behind. “It’s all about creating an empowering vision around their story.”
“Not all of my clients are high net worth individuals. There are many other ways I help others think about their legacy, be it resources to help them write a legacy letter or simply helping them find more time to volunteer with a cause that they care about.”
Bev is also thinking about her own legacy and passing on what is important to those who are important to her. “I have started a giving project with my own grandchildren. I have set aside some funds and together we talk about what we care about and make decisions about how to use that money to support it.”
“I want everyone who is doing life and estate planning with a philanthropic focus to know what a great resource GTCF is. I am out here planting seeds, saying to folks who have an interest, ‘just go and see what they are doing, and you will be amazed.’”
“The way I see it, the Greater Tacoma Community Foundation is the cog at the center of so much good happening in Pierce County.”
“I tried to get people to really think about what qualities they wanted to be remembered for.”
Bev Cox was a part of the first cohort and study group of the Chartered Advisor in Philanthropy education and certification opportunity, facilitated by GTCF. “The relational and learning opportunities that GTCF has provided have helped me connect my work and my heart more fully. They have helped me meet other people with a similar mindset and given us the opportunity to collaborate together as professional advisors in a unique client- centered environment.”
Bev has partnered up with other professional advisors through GTCF connections to teach a workshop at Tacoma Community College. “My part was about legacy and I tried to get people to really think about what qualities they want to be remembered for.”