I believe that financial planning should be a healing modality, reestablishing and finding peace in one’s relationship with wealth. When done right, it is my view that working with money should be a stress reducing process that allows clients to feel the sense of peace and calm that comes along with knowing that their finances are in order and they are making well-informed decisions. I believe in the power of Social Impact Investing and the profound effect investing with your values can have on your finances and the world. I take pride in my ability to ask the right questions, listening closely to your answers as I strive to make sure you feel confident that the advice I provide best reflects your unique dreams and goals.
Socially responsible investments focus on green solutions companies, which present increased risk over a more diversified portfolio by limiting investment choicesto a specific sector that may or may not perform as well as other industry sectors. Investment securities, including mutual funds, are subject to market risks, including the potential loss of principal invested.