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Welcome
Financial coaching: wealth & philanthropy
Helping individuals and families shape their legacy.
About My Company
Hazel Twig
Hazel Twig is a financial coaching practice offering expertise in philanthropy.
Coaching is a process of learning and discovery that results in actionable plans. Greater happiness.
The hazel twig is a source of wisdom and inspiration —a divining rod —a guide.
It's your wealth, care for yourself and others, your story, and your legacy.
Moral biography
"the way individuals conscientiously combine two elements in daily life: personal capacity and moral compass (Schervish, 2005)."
You are the author of your moral biography.
And I will support you with my experience as an accredited financial planner to work out the details.
CFP ® Fiduciary. Co-Active Coach®. Independent. Unbiased. Confidential.
Outside of my work with individuals and families, nonprofit organizations engage me to work with their donors and staff as a consultant with the
Heaton Smith Group, LLC.
Memberships:
National Association of Charitable Gift Planners
Advisors in Philanthropy ( AiP)
AICPA and North Carolina Association of CPAs
About coaching
Coaching empowers learning in active collaboration.
As a CPA and financial planner with experience in wealth management, I understand that charitable planning is a secondary concern even for the best advisors.
From my experience inside nonprofit organizations, I learned most charities are not structured or trained to support donors with comprehensive charitable gift planning.
My model integrates fee-only financial planning with Co-Active® coaching in virtual or in-person services.
Hazel Twig does not manage money, sell products,
prepare documents or tax returns.
As your coach, I work alongside your professional advisors as you tell your story, plan your giving, and shape your legacy.
We will execute your plan together.
About Me
My business career started in banking. I had a strong interest in tax, so I shifted to public accounting specializing in trusts and estates. After ten years, I returned to banking in wealth advisory and financial planning.
I have volunteered, served on governing boards, and held leadership positions in nonprofit organizations throughout my career, including a hospital and community foundation. Those experiences motivated me to work in charitable gift planning.
Since 2007, I've worked with individuals and families to help them create charitable legacies supporting higher education, public policy research, and their local communities.
My doctorate from The George Washington University is in Human and Organizational Learning - my published research is "Learning About Money in the Family Business: Financial Literacy Through the Lens of Strong Structuration Theory."
I graduated from Spring Hill College in Mobile, AL, and a Master of Business Administration, Finance from DePaul University, Chicago, IL.
My credentials include:
Certificate in Family Business Advising from the Family Firm Institute
Certified Financial Planner CFP ®
CTI Co-Active® Coach
PFS Personal Financial Specialist (AICPA)
CGMA Certified Global Management Accountant (AICPA)
Licensed CPA in Florida, North Carolina, and South Carolina.
I am married to Jim Killorin; we reside in Burlington, NC, and spend part-time on Kiawah Island, SC. We have two accomplished daughters, four perfect grandchildren, and two rescued English Springer Spaniels.
I enjoy reading, walking, cycling and knitting. I am working on Level Two of the TKGA Master Hand Knitter program.