Search results in category Consultants: Advisors and / or Planners
Found 8 records | Page 1 of 1
in Financial by Kathy Stearns
Fee-only financial planning and sustainable investment management to individuals, couples, and families to help align financial lives with goals and values. Member, First Affirmative Financial Network, LLC.
Member of First Affirmative Financial Network, a nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member, First Affirmative Financial Network.
in Financial by Kathleen Leonard
Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, advocacy, community investing and philanthropy consulting. Helps clients to reflect their values in their inv
Financial planning services include ESG, insurance, and tax consultation to assist clients in reaching their financial objectives. Over 28 years working with socially responsible investments.
Full service financial planning and investment management for socially-concerned clients. Emphasize tactical asset allocation and active risk management to address on-going global challenges and opportunities.
in Financial by Kimberly Kiel
'Helping you to make financial decisions based on your values.' Providing fee-based planning, advisory services, and commission-based transactions. Member, First Affirmative Financial Network, LLC.
Provides services and advice to individuals, small businesses, and nonprofits. Each client's unique goals and circumstances are used to develop and implement their financial plan.
Client-centered financial planning and investment management geared towards individuals, families, and small-business owners. 25+ years of experience, specializing in SRI since 1986.