Sustainable Personal Finance - Simplified
Global warming, gender equality, environmental protection, human rights, worker protection, criminal reform, sensible gun laws – if these issues and more are priorities in your life, we invite you to learn more about how to align your investments with your values. We manage sustainable portfolios with these values embedded, using mutual funds from companies that are actively pushing corporations to be better citizens of our globe.
Current Clients: Check-In
Working with us
Three components of a solid financial foundation
Financial Planning
This is how most of our clients begin! We help you unpack your whole financial life to create a clear and orderly plan that gets you on the path to a sustainable financial future.
Investment Strategies
Thoughtful, professional investment management is a critical component of securing your financial future. By making a clear strategy, in line with your values and goals, you can stay patient and disciplined through everything the market and news cycles throw your way.
Insurance Evaluation
Insurance is our best friend in a tough situation. We want to help you evaluate your insurance coverage and needs, produce a clear understanding of your options, and fix it with you. We are completely independent.
Ready to bring your vision to life? Schedule a free consultation
During the initial 60-minute meeting, you will:
- Meet your financial advisor
- Discuss your financial goals
- Review strategies and determine the next step