I work with clients who want to incorporate progressive values into the financial decisions they make. My clients see an ethical imperative to consider the consequences of their actions on others and to become increasingly conscious of their personal connections to the constructive and destructive forces at play in the world. As a result, they strive to go beyond conventional notions of self-interest and to make life choices that reflect and manifest their “higher selves” in service to the greater good.
More specifically, my clients, whether they are individuals or businesses, are interested in both financial and non-financial choices that meet the following general criteria:
· Enhance social equity and justice
· Support the principals of environmental stewardship and sustainability
· Avoid involvement with organizations that are fundamentally destructive
· Make the process of managing their financial affairs a more positive, energizing and empowering experience.
Clients may be looking for general financial guidance* or they may be looking for help with specific issues such as:
· Financially sound investments* reflecting their values & promoting change
· Planning for specific financial needs, such as retirement, education
or a home purchase*
· Guidance on the myriad opportunities to adopt “greener” living
or business practices.
*Note: all investing and financial advice is offered through the First Affirmative Financial Network, LLC (FAFN).
|
|
For more information, please contact me at your earliest convenience.
|
|