Socially Responsible Investments
HOW WE DO BUSINESS
We consider our clients, friends. The foundation of our practice is based on strong, meaningful relationships based upon a clear understanding what is important to you.
We are committed to helping you reach your goals while aligning your money with your values, all without taking any excessive risks. We offer all types of investment products, including alternative products for specific needs, but we invest for the long term.
The services we offer include:
OUR SERVICES AT A GLANCE
PORTFOLIO CONSTRUCTION & MANAGMENT
EDUCATION SAVINGS OPPORTUNITES
GROUP RETIREMENT PLANS
BUDGETING AND SAVINGS PLANS
ESTATE & LEGACY PLANNING
PHILANTHROPIC GIVING PLANNING
PORTFOLIO RISK ASSESSMENT
KEY PERSON INSURANCE
LIFE & LONG TERM CARE INSURANCE
Social and Environmental Portfolio Screening and Analysis
Portfolio Construction and Management
Estate and Legacy Planning
Advanced Tax Strategies
Donor Advised Funds, Endowments and Philanthropic Annuities
Life, Long Term Care and End of Life Plans
Education Savings Options (with a social media element)
Budgeting and Savings Plans
Vision, Dental, Travel and Supplimental Policies
Small Business Owner Retirement Planning
Group Retirement Plans and Key Person Insurance
SOCIALLY RESPONSIBLE INVESTMENTS
When we say the words "Socially Responsible", what do we mean? Each of us probably think that these words apply to us. Let's talk about what we are doing to make the world a better place, and how we can always strive to do more, especially with our money.
CREDIT AND DEBT
A general overview of how to build and maintain credit . As well as strategies to get out of ad stay out of debt
WOMEN AND BUSINESS
Ongoing financial planning as you start, maintain, and grow your business. Focused on commonly missed details and how financial needs change as your business grows. Also discussed: knowing our worth, inner money blocks, risk aversion, and other issues that affect planning, negotiation, and getting things done.
BUDGETING AND SAVING
Introductory class to building a budget and saving on a low income.
Uncovering our unconcious ideas about money. These attitudes are at the core of our experiences, fears, traumas, and often contain a grain of truth. While it can be difficult, it is important to face our inner fears and not let our baggage sabotage us.
You can make a difference by influencing companies to make better decisions. Michelle will cover how to do this and the work that is being done.
If you are interested in having Michelle speak at your event, please contact her at firstname.lastname@example.org for more information.