Relax, we've got this.
As a fee-only wealth management firm with a specialty in Values-Based Investing, we will help you develop your personal wealth plan incorporating your SRI/ESG preferences. For a very reasonable flat fee, we'll provide the following:
- Creation of your custom financial plan, including tax and risk strategies
- Evaluation of your ESG investment preferences
- Investment Policy incorporating your preferences
- Construction of your portfolio and ongoing management / monitoring
- An easy-to-use dashboard for you to stay on top of everything.