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.

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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.

Recent Articles by our Advisors:

Tax planning season is upon us! Don’t wait until next April when your tax return is prepared to think of tax moves. Now is the time you can make an impact before the tax year ends!

Health Savings Accounts (HSAs) offer three different kind of tax benefits, and can be invested similarly to an IRA. When used correctly, they can be a great retirement planning tool. Take a look at our blog if you want to learn more about getting the most out of your HSA.

Recessions can be unsettling. Its valuable to have someone experienced and knowledgeable that you can turn to for advice when you need them. A trusted partner who knows your personality, goals, values, and the ins and outs of your finances can help you make the best decision, especially when uncertainty abounds....

Is it time for your business to take that next step and offer a retirement plan for you and maybe your employees? How do you sort out all the rules, the acronyms, and the different tax options? We have developed a guide that makes selecting a retirement plan for your business simple and easy.

Ready to bring your vision to life? Schedule a free consultation

Financial Planning

During the initial 60-minute meeting, you will:

  • Meet your financial advisor
  • Discuss your financial goals
  • Review strategies and determine the next step