Socially Responsible Investments
Your portfolio is screened for issues that are important to you. You can be part of shareholder advocacy efforts from the comfort of your couch. As an independent, fee-based firm, we consider people, planet, and profit in every decision. Placing your core beliefs at the center of the financial planning process helps you make better long term decisions with your assets.
Michelle will be giving away reusable metal straws, a cleaner, and a bag!