Socially Responsible Investments
We offer custom client-centered plans 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 are able to join you with people, planet and profit considered 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!
COME BY THE OFFICE FOR A GIFT