Fresh takes on financial planning and the business of money.
Let's talk about how investments are screened for environmental, social and governance behaviors.
Let's talk SRI and aligning your values and your investments. Investing in ways that speak to what is meaningful to you.
AI is Not Financial Advice - Your Life is Not an Algorithm
Financial advisors are here to stay. AI won't solve for your emotions around money. Your life is not an algorithm.
Make a plan - if you need someone to talk to reach out via email or give us a call.
Lets talk challenges of SRI.
Let's talk sustainable, responsible and impact investing.
Let's talk about Tesla and sustainable, responsible and impact investing.
SRI is not a fad, it is not a passing phase.
Attention Self-Made Women: Sexist Financial Advisors Are LAME!
Work with an advisor who understands who you are--a woman who has built your own life, without the help of anyone else.
Gen X: Assume You Need the Money Longer Than You Think
Passing away is not a financial plan. We are all living longer. It's not too late to strategize and prepare for the future.