The financial planning process helps you understand where you are today and create a roadmap to get you where you want to be. A good plan is personalized to you–whether you’re saving for a single goal, like retirement, or need comprehensive planning and wealth management.
Sustainable Financial Planning is designed to help you reach your financial goals while feeling good about your investments. The focus is on financial decisions that take into account the environmental, social, and governance (ESG) factors. ESG investing is a way of investing sustainably—where investments are made with consideration of the environment and human wellbeing, as well as the economy.
You don’t have to give up positive returns to invest for a positive impact. The use of your money is a vote — who you buy from, who you invest in, who you work for — can be a force for positive change.
Please join us for a casual conversation, over appetizers and drinks, about financial planning and sustainable investing. No sales pitches here!