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Our New $100,000 Giving Commitment

By February 2, 2018Videos

To kick off our commitment, we’re excited to announce our first sponsorship:

We have partnered with George & Kristi Lindahl to promote Angel Reach at the upcoming Inspire Film FestivalAngel Reach is wonderful organization that supports young individuals coming out of foster care, as well as the homeless youth in the community. Their goal is to break the generational cycle of abuse, neglect, and homelessness so that the lives of current and former foster youth can be enhanced. For more information about Angel Reach, please visit their website.


Information about Angel Reach will be showcased before one of the films at The Inspire Film Festival. Inspire is a five-day cinematic event dedicated to entertaining and inspiring audiences with films and stories that celebrate the human spirit, and will be going on from February 15th through February 19th. If you are interested in attending, tickets to the festival are still available for purchase here.

Inspire Film Festival.png

Please visit this page on our website for more information about our $100K Commitment and to see the current status of our progress towards our goal.

The 100K Commitment

For transcription of the above video please see below:

We’ve enjoyed some great success these past few years. But, at some point, it has to be more than just about the money. So we’ve decided to adopt a $100,000 charitable giving commitment. Let me tell you a little about it…

Hi, my name is Paul Carroll. I’m the CEO and Founder of Efficient Wealth Management, a boutique wealth management firm. At Efficient Wealth Management, our number one core value is client centricity. First and foremost, it really is all about the clients. But we have five core values, and one of the other core values is generosity. When we talk about generosity, we mean generosity in terms of giving as its own reward. Now, after years of random giving and sponsorship of various causes, we’ve decided to be more specific and to launch our $100,000 giving commitment.

It’s our vision to give back to the community that we serve, to support specific causes that improve the quality of life for people who are less fortunate than we are. We will be giving not only of our money, but also our time and resources. For example, for every new client that we sign on, we’ll be providing free financial counseling, either for young individuals coming out of the foster care system, battered women seeking shelter, or other needy groups as appropriate at the time. Here in the blog, we’re going to be keeping a running journal of the causes and activities as we progress through the year towards our $100,000 goal.

I’m so proud of my team’s enthusiastic adoption and response to this vision. I’m also excited to get to work with the groups and individuals that will help us leverage the impact of our charitable giving. And finally, by linking our activities to the success of our firm, I’m happy to be doing good, by doing good. We wish you the best of success both in life and your giving. Thank you.