UGA Scholarship
Investing in the Future of Personal Financial Planning
We are excited to share a meaningful initiative close to our hearts. As many of you know, our journey in personal financial planning has been one of passion and purpose, and we are committed to shaping the future of this profession.
In keeping with that commitment, we have recently endowed a scholarship at the Terry College of Business at the University of Georgia, where Susan graduated with a BBA and a Master of Accountancy (MAcc). This scholarship supports accounting students pursuing a degree in personal financial planning, an area we believe is critical to the financial well-being of individuals and families. Our dream has always been to elevate personal financial planning from a tool for gathering assets or selling products to a respected profession that truly serves clients’ needs.
We are proud to announce that the first six MAcc students have already enrolled in the Personal Financial Planning Track under this initiative. To continue supporting these students and future leaders, we have established the Paraklete Graduate Fellowship Fund (Fund Number: 7657000). Scholarships like this are crucial in addressing the financial challenges many graduate students face.
The response from our clients and colleagues has been extraordinary, reinforcing our belief in the importance of this effort. Now, we are inviting you to join us in making a lasting impact on students who are shaping the future of this profession.
We are reaching out to you today to ask for your support in this endeavor. Contributions to this scholarship fund will help MAcc students at UGA who aspire to become the next generation of personal financial planners, a profession that provides honest and holistic financial guidance. If you would like to join us in supporting this cause, you can contribute directly to the fund using the following link: Donate Here.
Your donation, no matter the amount, will make a direct impact on a student’s future, helping alleviate the financial challenges they face during their studies. Together, we can create lasting change in the field and continue to support the education of those who will follow in our footsteps.
If you would like more information about the scholarship or our goals, feel free to reach out, and we can provide additional details. Thank you for considering this opportunity to support future leaders in our profession.
We receive no direct compensation from the university for these solicitations. Our primary motivation is to support educational opportunities and give back to the community. The scholarship fund is named in honor of Paraklete, which indirectly benefits our firm by enhancing our reputation and legacy. However, this recognition does not influence our investment advice or the services we provide to our clients.
