Your Impact Assesment
With Your Free Impact Assesment, you will:
Learn about your current investment costs.
Understand how well your investments align with your values.
Receive easy to implement tips to improve your financial position.
All you need to do is:
Tell us a little bit about yourself and your goals.
Upload any relevant statements for investment review.
We help you invest for:
We charge less than the industry
"2020 Inside Information Fee Study" by Bob Veres
We offer Sustainable Investments
We donate 20% of our revenue received
Your Impact Assesment
This is a no cost & no obligation service.
We believe that impact is more important than income so we will never hard sell or pressure you for a "yes."
"You can get everything in life you want if you will just help enough other people get what they want." - Zig Ziglar
Step 1 - Schedule a short call or email conversation to determine if your situation matches our expertise.
Step 2 - If our expertise matches your needs, we'll gather a few more details about your financial situation.
Step 3 - We will then compile a customized Personal Impact Report within a few days.
Not quite ready to schedule an appointment yet?
That's no problem at all...
Sign up for our newsletter to keep in touch.
Still have questions? These are the most common...
How do you get paid?
We charge fees based on the amount of assets you hold with us. Check out our Process and Pricing Page for further details. Fees are pulled from accounts on a quarterly basis. When fees are pulled, we send you an Impact Update showing you the impact you've made by choosing to work with us.
How are you different from other planners?
1) Everything we do revolves around benefiting you and others. This means listening, then explaining our recommendations in your terms explaining the impact to you.
2) We realize that your finances are not just about money. We don't talk over your head and instead tend to focus on the emotional and behavioral aspects of money.
3) Because we're more than just financial planners, we're leaders of a movement.
Why should I consider hiring you?
If you're looking for a planner who will trade stocks to "beat the market", that's not us.
We focus on what you can control like lowering your tax bill, investing with impact and creating a predictable retirement income stream.
We pride ourselves in going the extra mile. Even if that means calling local mechanics to find you the best deal and save you money (true story).